- Export Open Contacts from Clio
- Extract a list of Contacts that are open
- Clio Manage
In order to distinguish Contacts linked to Open Matters you would have do cross reference an "Open" Matters Export with a Contact Export.
If you are looking for Contacts simply linked to Matters, you can export a list of Clients from the Clients tab in Clio. To export Contacts please see these steps.
No. Unlike Matters, Contacts do not have a status such as "Open", "Pending" or "Closed".