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KCS - Why is the Matter Description a required field when importing Matters into Clio?

Objective:

  • Matter description is a necessary field

Environment:

  • Clio Web App

Additional Information:

The column for the 'Matter Description' in the spreadsheet that is being imported can just have 'Please add a description' if there is not any data for this field coming from the previous software.

Answer:

When creating a matter in Clio, the"Matter Description' is one of the required fields.  So when matters are being imported into Clio, there needs to be something in the matter description column in order for the matter(s) to successfully import.

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