KCS - How to Import Related Contacts to Existing Matters

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

Please ensure that each contact has a Matter and a Relationship filled out in the import template

The CSV will match the Related Contacts with existing Contacts in Clio, and will create a Contact if there is no match. 

Procedure:

  1. Download the import template for Related Contacts here
  2. Enter your data into the import template
  3. Go to https://app.clio.com/imports
  4. Click Add on the top right
  5. Select Matter/Contact relationship from CSV from the first drop down
  6. Upload the import template containing your list of Related Contacts and click Upload File
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