A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.

If I Import Data on My Own, How Can I Assign Matters to Multiple Responsible Attorneys?

January 28, 2021 18:30

Objective:

Import data on my own
Import Matters on my own

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Clio currently only allows one Responsible Attorney per Matter, so just one attorney can be present in the 'Responsible Attorney' column of the matter data that is to be imported. Also be sure that this attorney information matches a User in Clio exactly.