How to Import Closed Matters from Clio

Overview: This article will walk you through the steps on how to Import a Closed Clio client into TrustBooks. 

Step 1. Start on the Dashboard Page and Select Clients &Matters and Import Clio Clients and Matters.

Step 2. On the Import Clio Clients and Matters Page select  SHOW CLOSED CLIENTS.

Step 3. All closed client and matters will then show up. Select the check box next to the client and or matter you want to Import. 

Step 4. Select Import Selected Clients