Clio Import

Articles

• Can I Import Task Lists?
• Can I Import Activities to Closed Matters?
• How to Import Multiple Related Contacts for the Same Client into Clio
• How to Import a Picklist Custom Field
• How to Access the Import Page in Clio
• How To Review Migration Import Errors
• Can the Unique Client ID Field Be Included in an Import?
• What Information Can I Import Into my Clio Account?
• How Do I Fill Out The Contacts Import Template?
• How to Import Matters to Clio Manage
• How do I Bulk Import Contact Custom Fields Into Clio?