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.