San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can the Contacts Export be Filtered by Responsible Attorney?

Objective:

  • Can I get a Contact list for specific Clio Users that includes physical address?

Environment:

  • Clio Web App

Additional Information:

As a workaround, you can generate the Contact Information report. You can filter by Responsible Attorney. This will provide you with their Matter(s), phone number and primary email address.

Answer:

Not at this time. Responsible Attorney's are attached to Matters, not to Contacts.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality