Objective:

What data is available when exporting from the Matters listing page as a CSV?
What information can I download from Clio about my Matters?

Environment:

Clio Manage

Additional Information:

Up to five custom field columns can also be exported when exporting as a CSV.

Answer:

The following columns are included when exporting from the Matters page as a CSV:

Billable
Client ID
Client Location
Client Name
Client Reference
Close Date
Created Date
Custom Number
Description
Display Number
Group
Import
Last Modified
Number
Open Date
Originating Attorney
Pending Date
Practice Area
Responsible Attorney
Status
Statute of Limitations Date
Unique ID
User

The following columns are included when exporting from the Matters page as a PDF:

Matter
Client
Practice area
Open date
Close date
Pending date