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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.

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