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How Do I Export a List of Clients?

Objective:

  • Exporting Clients added within a date range
  • Exporting Clients added this year

Environment:

  • Clio Manage

Additional Information:

When exporting the Clients, you will have to format the .csv file in Excel to view them by date they were created. To learn how to do this, visit here.

Procedure:

  1. Go to the Contacts page
  2. Click on Filter
  3. Under Contact Type, select Client
  4. Click Apply Filters
  5. Scroll to the bottom of the Contacts table and click Export
  6. Select CSV
  7. Click Export
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