- 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
- Clio Manage
- Microsoft Excel
Only Matter status can be changed in Bulk. For information on how to bulk changes Matters' statuses, see here.
Not at this time. The Excel Matter Template can only be used to import Matters into Clio, not change or update existing Matters.