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How to Generate a List of Contacts Without Matters

Objective:

  • Clio has a filter for contacts with matters. Can I see contacts without matters?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

While Clio has an option to filter contacts with matters, there is no option for contacts without matters.

As a workaround, export the full contacts list and export the contact list with the "has matter" filter. Then in Excel, import both lists and subtract the "has matters" contacts from the original contacts list.

 

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