Introducing The Law Community, the online community just for Clio customers. Sign up now.

Responsible Attorney/Solicitor is Blank When I Import Matters

Issue:

  • Using the Clio Import page and Matters from CSV, the Responsible Attorney/Solicitor field is blank for 1 or more of my Matters

Environment:

  • Clio Manage

Additional Information:

Cause:

If the Clio User has a Subscription Type of Non-Attorney/solicitor they will not be assigned the Responsible Attorney/Solicitor on the Matter. The field will instead be left blank. 

Workarounds:

  1. Import the Matters and assign manually once imported
  2. Change the Users Subscription Type to Attorney/Solicitor:
    • Click on Settings at the bottom of the left sidebar 
    • Click Manage Users
    • Click Edit below any other User name
    • Scroll to the Subscriber Type section and select the appropriate status
    • Click Save New Information

 

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