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How To Export a Client Address List

Objective:

  • Print mailing addresses
  • Export a list of Client Addresses

Environment:

  • Clio Web App

Additional Information:

To Export a list of all contacts, omit steps 2-5 in the procedure.

Procedure:

  1. Go to the main Contacts tab
  2. Click Filters
  3. Open the Contact Type drop-down menu
  4. Select Client
  5. Apply Filters
  6. Select Export 
  7. Select CSV 
  8. Ensure Available columns is selected 
  9. Select Export 
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