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