In Clio Manage, you can use Clio's matter notes migration template to bulk import notes linked to matters, so your case history and internal context are preserved alongside each matter. Matter notes will not import without a matching matter number.
Before importing, review Get Started with Migration Templates for best practices on formatting, column headers, and file preparation.
Important: The matter number needs to be an exact match to the matter display number in Clio Manage, or the import will fail. Do not include the matter description as part of the matter number.
Required fields
- Date
- Detail
- Matter: Exact match to the matter display number.
Import matter notes
- Download the Matter notes import template (North America).
- Populate the spreadsheet with your notes information using the field reference below.
- Delete any unused row cells, then save the file in CSV format.
- On the Clio Manage Imports page (https://app.clio.com/imports), click Add and select Notes from CSV.
- Click Choose File and select your saved CSV file.
- Click Upload File.
Field reference
- date: Enter in MM/DD/YYYY format. Required.
- subject: Enter the subject of the note.
- detail: Enter the details of the note. Required.
- matter: Enter an exact match to a matter display number in Clio. The matter display number is the full matter name, not including the matter description after the colon. Required.
Up Next
To import notes linked to contacts, see Import Contact Notes With Migration Templates. For general import instructions and error review, see Get Started with Migration Templates.