Introducing The Law Community, the online community just for Clio customers. Sign up now.

Can I Import Tasks from a Word Document?

Objective:

  • To bulk upload Tasks from a Word document

Environment:

  • Clio Manage

Additional Information:

Answer:

You cannot directly import a Word document into Clio but you can convert the Word document to a CSV and then import the Tasks. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality