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Can I Export Contacts for a Specific Matter?

Objective:

  • I'd like to export the Client and Related Contacts for one specific Matter

Environment:

  • Clio Manage

Additional Information:

  • 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. 

Procedure:

  1. Go to the matter you wish to export the contacts from.
  2. Click the Export button to the right of Contacts.
  3. 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.

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