KCS - What Fields Are Included In A Matters Import?

Objective:

  • Migrate Matters to Clio.
  • Import Matters.
  • Identify Fields for Importing Matters.

Environment:

  • Clio Web App
  • Clio Importer.

Additional Information:

The Matter file must link to the Contact File by First Name/Last Name OR Company Name fields. If they do not match 100%, the matter can still be imported, but it will create a name-only contact card (and "empty" contact card).

This article is specifically for the importers at: app.clio.com/settings/imports

Answer:

Required Fields:

  • Matter Status - (Open, Closed or Pending)
  • Matter Description
  • First Name/Last Name OR Company - (The name of the client)

Optional Fields

  • Matter Location - (Generally Court or County)
  • Client Reference Number - (Varies per data-set) 
  • Open Date - (mm/dd/yyyy)
  • Closed Date - (mm/dd/yyyy) 
  • Pending Date - (mm/dd/yyyy) 
  • Matter Custom Number - (The "Display Number" or "Name" of your Matter)
  • Notes (Text Box)
  • Originating Attorney - (Must match an active user in Clio)
  • Responsible Attorney - (Must match an active user in Clio)
  • Practice Area
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