KCS - Can I Export a List of "Open" Contacts?

Objective:

  • Export Open Contacts from Clio
  • Extract a list of Contacts that are open

Environment:

  • Clio Web App
  • Contacts

Additional Information:

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.

Answer:

No. Unlike Matters, Contacts do not have a status such as "Open", "Pending" or "Closed".

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