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How to Generate a Report of Matters with Mailing Addresses

Objective:

  • Generate Matter Report with Client's Street Address
  • Combine Matter Report with Contact Information 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Generate a Matters Export
  2. Generate a Contacts Export
  3. Open both exports in Excel
  4. In the Matters Export, use VLOOKUP to cross reference the mailing addresses from the Contacts Export
  5. Filter the Matter Export as needed, e.g. for Open matters only

 

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