KCS - What information can be imported when creating a note?

Objective:

  • Migrate Notes to Clio
  • Import Notes
  • Identify Fields for Importing Notes

Environment:

  • Clio Web App
  • Clio Importer

Additional Information:

It's recommended to split Note files by Contact Notes and Matter Notes. The Matter Display Number or Contact name must match the Contact or Matter exactly.

Answer:

The fields available for importing to Notes are:

  • Date dd/mm/yyyy
  • Note Subject Short name for the Note
  • Note Detail Body of the note- under 32,000 characters
  • Matter Number/Display Name matched exactly (for Matter Notes)
  • Contact First Name/Last Name OR Company Name matched exactly (for Contact notes)
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