Objective:
- Make edits to multiple Matters at once (other than status)
- Use CSV template to changes existing Matters
- Make bulk changes to Matters in Clio using import template
Environment:
- Clio Manage
- Microsoft Excel
Additional Information:
Only Matter status can be changed in Bulk. For information on how to bulk changes Matters' statuses, see here.
Answer:
Not at this time. The Excel Matter Template can only be used to import Matters into Clio, not change or update existing Matters.