KCS - 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 Web App

 

Answer:

You are not able to export the Contacts from a specific Matter. Contact exports can only be sorted by information that is in their Contact card, and this does not include associated Matters. You are able to do a Related Contact Matters export, but this will not include the Contact's information aside from their UniqueID, Relationship Description, Matter, ContactID, and Contact Name. 

For instructions on how to export Related Contact Matters, please see this article.

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