Filter and Export Grow Opporitunities

In Clio Grow, you can filter opportunities for reporting and export opportunity details to a CSV file for use outside of Clio. Filters narrow the list to the prospective cases that need attention, by user, status, or practice area. An export gives the firm a backup of its intake data and a file for outside analysis.

Filter opportunities

Filter the Opportunities list by the firm user responsible, status, tag, matter type, location, or applied classic workflows. Sort the results, or use the search field to find one opportunity.

1. Go to Opportunities.
2. Click Apply filters.
3. Optional: Enter a name in the search field.
4. Select your filters.

Export opportunities to CSV

Export several opportunities from the Opportunities list, or the details of one opportunity from its page. To export contacts as well, refer to Filter and Export Contacts.

Export bulk opportunities

1. Go to Opportunities.
2. Select View all, Intake, or Hired.
3. Optional: Click Apply filters to narrow the list.
4. Scroll to the bottom of the page and click Export all to CSV.
5. Click Send CSV.
6. Open the CSV file from the email you receive.

Export one opportunity

1. Go to Opportunities.
2. Click the opportunity name.
3. Click the Options dropdown.
4. Select Export to CSV.

Up next

Clio Grow Reports: Track intake performance across the firm with Clio Grow reports.