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Can I Export Specific Contacts?

Objective:

  • How do I Export Selected Contacts?
  • How do I Export Specific Contacts for a Mailing List?
  • Is there a way to Export Certain Contacts? 
  • Export Some Contacts

Environment: 

  • Clio Manage

Additional Information:

  • If you would like to add your vote to this Feature Request, please contact us either through email at Support@Clio.com, the in-app chat, or via our Clio Support Center at +1-888-858-2546 (ext 2).

Answer:

No, not at this time. However, you are able to filter clients by a custom field using the filter option on the 'Contacts' section of Clio, and export as usual.

For steps on custom field creation, please refer to this article: Custom Fields: Creating Contact & Matter Custom Fields & Sets

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