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How to Export All Communication Logs

Objective:

  • Export Communication Logs
  • Global Communication Log Export

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click on Communications in the Navigation Bar
  2. Select AllPhone, or Email
  3. Click on the Export button at the bottom of the page
  4. Choose to Export all columns or Export enabled columns
  5. Click Export

 

Please note: at this time, the export will not include the Recorded Time column. If you would like to add your vote to this feature request feel free to call or chat in. If you would like to export the Time, please follow the steps to export Time Entries from the Activities page here

 

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