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.

  1. Export your matters from whatever you use today.
  2. Open the imported matters section and upload the export.
  3. Check what came through. Anything you do not want is removed there.

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