This article may be out of date!
Visit the New Knowledge Center

How Do I Export a List of Clients?


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


  • 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.


  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 Column Layout: Available Columns or Visible Columns Only
  7. Select CSV
  8. Click Export
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality