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How to Get a List of Related Contacts for All Matters?


  • Export of Related Contacts
  • Report of All Related Contacts
  • Clio to Clio migration
  • Relationships Export


  • Clio Web App

Additional Information:



  1. Open Clio's Exports page:
    1. For North American accounts, click here
    2. For European accounts, click here
  2. Click Excel Ready CSV beside Contact Related Matters
  3. A download will automatically begin

For instructions on how to export related contacts for a specific matter, please see this help article.


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