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How to Export Your Matter List in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

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

Procedure:

  1. Click on the Matters button in the main navigation bar
  2. Scroll to the bottom of the page
  3. Click Export all matters to CSV
  4. Click Send CSV
  5. Wait for the email with the attachment to be emailed to you
  6. Click the download link in the email
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