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How to Export all of Your Contacts from Clio Grow

Objectives:

  • Download all Clients from Clio Grow
  • Report on Contacts in Clio Grow
  • Bulk export Contacts from Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Note: Only admins on the account will have access to this feature

Procedure:

  1. Click on Contacts on the main navigation bar
  2. Ensure that the View All tab in the sub-navigation is selected
  3. Scroll to the bottom of the page
  4. Click Export all contacts to CSV on the bottom left-hand side of the page
  5. Click Send CSV to have the file emailed to you
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