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. 

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