- I'd like to export the Client and Related Contacts for one specific Matter
- Clio Manage
- You can export contacts and related contacts for a specific matter from the dashboard of the matter. Contact details will be exported into a CSV file.
- Go to the matter you wish to export the contacts from.
- Click the Export button to the right of Contacts.
- A CSV file will begin to download that includes the following:
- Matter information
- Relationship of each contact on the matter
- Primary contact information for each contact
- Secondary contact information for each contact
For instructions on how to export Related Contact Matters, please see this article.