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Can I Filter Contacts by Originating Attorney?

Objective:

  • Can I export a list of just one user's contacts?

Environment:

  • Clio Manage

Additional Information: 

By default, only Matters have an 'Originating Attorney' field (contacts do not) as different work for a client can originate from different attorneys.


Answer:

Not by default, but you can achieve this functionality for future Contacts by adding a Contact Custom Field called Originating Attorney.

If you would like these custom fields applied to older contacts, you would need to apply this custom field directly in the contact sheet, by clicking on Edit Contact, and choosing the Custom Field.

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