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What Information Does the Contact Information Report Show?

Objective:

  • Learn what information the Contact Information report shows
  • Learn what the Contact Information report is used for
  • Can I Add Client Address to Contact Information Report
  • Contacts Address does not show in the Contact Information Report 

Environment:

  • Clio Manage

Additional Information:

  • For more information on generating the Contact Information, click here
  • The Contact Address is not currently included the Contact Information Report. To run an export that includes the Address, please follow these steps to run a Contact Export.

Answer:

Clio's Contact Information Report is designed to give firms a quick breakdown of which clients are attached to which matters including:

  • Basic contact information such as:
    • Primary phone number
    • Primary email address
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