Objective:

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

Environment:

Clio Manage

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)
Responsible Attorney - (Must match an active user in Clio)
Practice Area