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Responsible Attorney/Solicitor is Blank When I Import Matters


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


  • Clio Manage

Additional Information:


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. 


  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


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