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How Do I Generate a Contact Report?

Objective:

  • How do I generate a Client Contact Report? 
  • How can I generate a report for all Clients with open Matters?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Reports
  2. Click Contact Information (found under Matter Reports)
  3. Fill in the relevant fields 
  4. Click Generate Report

 

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