In Clio Manage, you can use the related contacts migration template to bulk import contact relationships linked to matters, so opposing counsel, experts, and other parties are connected to the right matters from day one. When the import begins, Clio matches related contacts with existing contacts and creates a new contact if no exact match is found.
Before importing, review Get Started with Migration Templates for best practices on formatting, column headers, and file preparation.
Required fields
- Matter: Exact match to the matter display number.
- Relationship
- Contact: Company name, first name, or last name.
Import related contacts
- Download the Related contacts import template (North America).
- Populate the spreadsheet with your related contacts 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 Matter/Contact relationship from CSV.
- Click Choose File and select your saved CSV file.
- Click Upload File.
Field reference
- matter: Enter an exact match to a matter display number in Clio Manage. Required.
- relationship: Enter the relationship label that connects the related contact to the matter. Required.
- company, first_name, last_name: Enter an exact match to the first, last, or company name in your contact import or existing contacts in Clio Manage. Required.
Up Next
For general import instructions and error review, see Get Started with Migration Templates.