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

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  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

 

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