2017

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KCS - Is it Possible to Import Related Contacts to Existing Matters?

Objective:

  • Can I import an Excel file of Related Contacts to my existing Matters?

Environment:

  • Clio Web App

Additional Information:

Please use the import template for Related Contacts (available here) and see instructions here.

Answer:

Yes, it is possible to import Related Contacts to existing Matters in Clio.

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