Filter and Export Contacts

In Clio Manage, you can filter the contacts table to a subset of your contacts and export the results as a CSV or PDF file. Filtering lets you find a contact by keyword, contact type, tag, or custom field, and exporting provides contact data you can work with outside Clio Manage. The export reflects the filters and columns you set, so the file you download matches the list on your screen.

Filter contacts

You can filter by whether a contact is a client, by contact tags, and by contact custom fields. The Filter by keyword field matches whole keywords.

1. In Clio Manage, click Contacts.
2. Enter the contact name in the Filter by keyword field. The results update as you type.
3. Optional: Select All, People, or Companies to narrow the list by contact type.
4. Optional: Click Filters to narrow the list by contact type, contact tag, or custom field.

Export and print contacts

An export from the contacts table includes basic contact information and any contact custom fields. Billing preferences stay out of the export. To export notes, documents, or transactions for a contact, open that contact and export from the relevant subtab instead.

1. In Clio Manage, click Contacts.
2. Optional: Select All, People, or Companies to narrow the list by contact type.
3. Optional: Click Filters to apply specific parameters.
4. Scroll to the bottom of the page and click Export.
5. Select the export format. Refer to the formats below.
   • CSV: Contains either every column from the contacts table or only the columns currently displayed and selected. Choose which of the two you want when you select the format.
   • PDF: Contains basic contact information.
6. Click Export.
7. Optional: Print the downloaded file.

Up next

• Sync Contacts in Clio Grow: Keep contact records aligned between Clio Manage and Clio Grow.
• Import Contacts with Migration Templates: Bring existing contacts into Clio Manage from a spreadsheet.