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How to Filter Your Contact List Before Exporting in Clio Grow

Objective:

  • Export Contacts from Grow
  • Filter Contacts in Grow
  • Export Filtered List of Contacts

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Click on the Contacts button in the main navigation
  2. Click the Apply Filters button
  3. Add any filters via the Filter By dropdowns
  4. Scroll to the bottom of the page
  5. Click Export all contacts to CSV
  6. Click Send CSV
  7. Wait for the email with the attachment to be emailed to you
  8. Click the download link in the email
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