Objective:

• Understand what columns will appear in a Matters CSV export from Clio
• Generate a concise Matter export without all the columns of data

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

A CSV export of available columns included all default columns and all custom fields.

A CSV export of visible columns only includes only the columns visible on the screen. You can choose which columns are displayed by using the Columns button above the Matters list.