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How Do I Find Duplicate Contacts in my Clio Account?

Objective:

  • Find any duplicate contacts in my Clio Manage Account
  • Locate duplicate Clients
  • Find triplicate contacts in Clio Manage

Environment:

  • Clio Manage

Procedure:

  1. Click on Contacts in the left side black bar
  2. Scroll to the bottom of the page
  3. Click Export
  4. Select CSV as the export format
  5. Keep the Available Columns circle chosen
  6. Click Export
  7. Highlight the Contacts name column
  8. On Excel's Home tab, choose Conditional Formatting, Highlight Cells Rules, and then Duplicate Values
  9. Click OK within the New Formatting Rule dialog box
  10. Duplicate contacts in the list will now be highlighted

 

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