Imported mattersFor attorneys
How do I import my matters?
Export from Clio, MyCase, or any system that produces a spreadsheet, then upload the file in the imported matters section of your dashboard. It is read once, reduced to what the registry needs, and the file itself is not retained.
- Export your matters from whatever you use today.
- Open the imported matters section and upload the export.
- Check what came through. Anything you do not want is removed there.