- Contact Report
- Non-Client List
- Clio Web App
- Microsoft Excel
While you are able to export all Contacts from Clio, you're currently not able to export Contacts that are not Clients in a single step.
To get a list of all Contacts in Clio that are not Clients:
- In Clio Export all Contacts to CSV
- Export all Clients to CSV by filtering Contacts for Clients
- Open the all Contacts CSV in Excel
- Paste the list of Clients into the all Contacts CSV (beneath the full list of Contacts)
- Select Column A
- Click Conditional Formatting
- Select Highlight Cell Rules
- Select Duplicate Values...
- Click Okay
The colour of the cell for Contacts that are Clients will be coloured, where all non-Client Contacts will have no Conditional Formatting.