How to export the contacts on a matter to CSV
The contact export gives you a spreadsheet of everyone connected to a matter, with their details such as email, phone, and date of birth. It is a quick way to get clean, client-entered contact data out of DecisionVault and into whatever tool your firm uses next. The file is a standard CSV that opens in Excel or Google Sheets.
Ways to use the export
- Mailings and mail merges: build holiday card, newsletter, or announcement lists without retyping addresses.
- Importing into other tools: bring the contacts into a CRM, email platform, or any system that does not have a direct integration.
- Sharing with your team: give co-counsel, paralegals, or referral partners a clean overview of everyone involved in the matter.
- Record keeping: save a copy of the contact list in the client's file outside DecisionVault.
Here's how to export a CSV text file of the contacts under a matter:
- Navigate to the matter you'd like to work on.
- Select 'Contact Export (CSV)' from the "export" dropdown.
Frequently Asked Questions
Which contacts are included in the export?
All the contacts under the matter you export from, with their details such as email, phone, and date of birth.
Can I export other data from a matter?
Yes. The same export dropdown also offers other exports, such as an Assets Export in CSV format, the Client Decisions Summary, and design sheet documents.