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If you’re manually entering data into Clio — there’s a faster way. 💡 In this video, we walk you step-by-step through how to bulk import matter custom fields into Clio using Clio’s built-in import tool. No more copying and pasting from one case to another. 🚫 You’ll learn: 📂 Where to find the official instructions inside Clio ⚙️ How to prep your data for upload ⚡ Tips to speed up your import process and avoid errors If your firm manages more than a handful of matters, this feature can save you
1:00
If you’re manually entering data into Clio — there’s a faster way. 💡 In this video, we walk you step-by-step through how to bulk import matter custom fields into Clio using Clio’s built-in import tool. No more copying and pasting from one case to another. 🚫 You’ll learn: 📂 Where to find the official instructions inside Clio ⚙️ How to prep your data for upload ⚡ Tips to speed up your import process and avoid errors If your firm manages more than a handful of matters, this feature can save you
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