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How to Run a Report to Include Corporate Client Information


  • Can I generate a report on company clients email addresses
  • How can I export a report to display all emails of corporate clients
  • How do I produce a CSV or PDF file with all client information


  • Clio Manage


  1. Select the Contacts tab on the black bar
  2. Click on the Filters drop down menu
  3. Under Contact Category select Company
  4. Under Contact Type select Client
  5. Apply Filters
  6. Select Export located at the bottom of the page
  7. Select which format you require
  8. Select Export


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