Export Matter List out of Clio

Posted in NetDocuments Integrations on April 21, 2021 by Craig Bayer

Step 1: In Clio,  Click Matters

SNAGHTMLb76bb0

Step 2:  Click Export

image

Step 3:  Choose CSV and Available columns and then Export

image

Step 4: Save the file to your desktop

image

Step 5: Go to this website:

https://optiable.sharefile.com/share/upload/rb6a040af6ea45ce9

Step 6: Drag that file here:

image

Step 7: Click Upload

image

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer