Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How Do I Fill Out The Matters Import Template?

Objective:

  • Import Matters into Clio Manage
  • Bulk upload Matters into Clio Manage
  • Add Matter Information to the spreadsheet template 
  • Populate Matters CSV for import into Clio

Environment:

  • Excel
  • Clio Manage

Additional Information:

  • Do not modify the column headers as they are mapped into Clio
  • Contacts must be imported before Matters for them to be linked properly
  • You can not import the Originating Attorney
  • If you plan to use the Matter Number (Per Year) option in your Matter Numbering Scheme, please be advised that the open_date should accurately reflect the year the matters were opened

Answer:

  1. Open this template 
  2. Populate the spreadsheet with your Matter information
    • description: your specific case information (Required)
    • practice_area: the general type of law 
    • custom_number: the number that will display if the account is set to a manual numbering system (otherwise this can be left blank)
    • client_first_name, client_last_name and/or client_company_name: for linking the matters to the contacts. This should match exactly to the first/last/company names listed in the Contacts section (Required)
    • note: will create an entry in the Notes tab of the Matter using the Subject 'Matter import notes'
    • open_date and close_date:  to be populated with the applicable dates in MM-DD-YY format
    • status: Open, Closed or Pending (Required)
    • billable: enter 'No' for not billable or leave blank if billable
    • responsible_attorney: must be an exact match for an Attorney user on your account; you can also set this in the import
  3. Save the file in CSV format
  4. Import the file by following the steps below:
    • Open Clio's Import page:
      • For North American accounts, click here
      • For European accounts, click here
    • Click Add
    • Under Import select Contacts from Outlook CSV
    • Click Choose File
    • Select the CSV file you saved in step 3
    • Click Upload File
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality