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Can I Bulk Edit Matters Using the Excel Import Template

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. 

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