Objective:
- Generate Matter Report with Client's Street Address
- Combine Matter Report with Contact Information
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Generate a Matters Export
- Generate a Contacts Export
- Open both exports in Excel
- In the Matters Export, use VLOOKUP to cross reference the mailing addresses from the Contacts Export
- Filter the Matter Export as needed, e.g. for Open matters only