How to bulk import matter custom fields in Clio | streamlined.legal posted on the topic | LinkedIn
How to bulk import matter custom fields in Clio | streamlined.legal po…
6 months ago
linkedin.com
Matter Status
Matter Status
Oct 11, 2022
clio.com
Introducing matter stages—visual boards designed to allow for better visibility, oversight, and collaboration across the client lifecycle. 🗂️ Create custom stages for each practice area to easily drag and drop matters to reflect progress. 🖱️ Interested in trying matter stages? Book a Clio demo today ➡️ https://bit.ly/43FawB2 | Clio - Cloud-Based Legal Technology
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Introducing matter stages—visual boards designed to allow for bette…
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FacebookClio - Cloud-Based Legal Technology
Why start from scratch every single time? Introducing matter templates in Clio Manage. Learn more ➡️ https://bit.ly/3sONCtM | Clio - Cloud-Based Legal Technology
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Why start from scratch every single time? Introducing matter template…
586 viewsSep 11, 2023
FacebookClio - Cloud-Based Legal Technology
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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If you’re manually entering data into Clio — there’s a faster way. 💡 In thi…
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