KCS - If I import data on my own, how can I assign matters to multiple responsible attorneys?

Objective:

  • Import data on my own
  • Import Matters on my own

Environment:

  • Clio Web App
  • Data source

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality