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What Note Information Can Be Imported?

Objective:

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

Environment:

  • Clio Manage
  • 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 for them to be linkable.

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 (32,000 characters max)
  • Matter Number/Display Name matched exactly (for Matter Notes)
  • Contact First Name/Last Name OR Company Name matched exactly (for Contact notes)

Templates:

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