KCS - Can I Filter Contacts by Originating Attorney?

Objective:

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

Environment:

  • Clio Web App

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.

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