Importing your matters

Go to Import and download the standard workbook. It has five sheets: Contacts, Matters, Parties, Hearings and Outstanding Fees, linked by the matter reference.

You can also upload your own spreadsheet: columns are matched by name, and you can change the mapping.

Nothing is created until you review the preview. Rows with problems are listed with what to fix, and you can download them as an Excel file. Possible duplicate contacts are shown for you to decide.

Made a mistake? A completed import can be rolled back, as long as nobody has started working on the imported records.