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Can I Export a Report that Includes Closed Matters and Contact Address?

Objective:

  • Generating a Report on Matters that are Closed and contain Contact information. 

Environment:

  • Clio Manage

Additional Information:

  • For instructions on Exporting all client data, click here. 

Answer:

No, at the current time, you can Export all Client data, but can't filter for only Open Matters. If you would like to request for this report, please reach out and let our support team know by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio.

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