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How To Export a Client Address List

Objective:

  • Print mailing addresses
  • Export a list of Client Addresses
  • Export Email Addresses
  • Send mass email to Contacts
  • Export to contacts to CSV

Environment:

  • Clio Manage

Additional Information:

  • To export a list of all Contacts, omit steps 2-5 in the procedure.
  • If you're looking for a Contact List of just Client Names and Email Addresses, click here

Procedure:

  1. Click Contacts tab on left panel
  2. Click Filters in the upper right corner
  3. Open the Contact Type drop-down menu
  4. Select Client
  5. Apply Filters
  6. Click Export at the bottom of the page
  7. Select CSV
  8. Ensure Available columns is selected
  9. Select Export 
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