Import Clients and Cases from CSV

Use Import Data to bring clients, cases, and calendar events into MyLawyerLink from a CSV export — without retyping everything.

Where to start

Open Account → Import Data (/account/import).

You can also reach import from Account Settings and from the Clients page when adding data in bulk.

The wizard has four stages: Select Type → Upload → Review → Complete.

Choose an import method

Single import

Import one entity type at a time:

• Clients — contact and profile fields
• Cases — matters linked to clients
• Events — hearings, deadlines, and appointments

Best when you are adding one list or fixing a single export.

Combined import

Upload clients, cases, and events together. MyLawyerLink processes them in order (Clients → Cases → Events) and links relationships automatically.

Best for a full migration from another practice management system.

Upload and validate

1. Select your import method and data type(s).
2. Upload CSV files only — use headers that match the expected template.
3. Click Download Example Files for clients, cases, or events if you need a column reference.
4. Click Validate & Continue.

Validation runs before anything is written. You will see:

• Total rows, valid rows, errors, and duplicates
• Row-level error messages to fix in your spreadsheet
• Potential duplicates flagged for the next step

Fix the CSV and re-upload if validation fails.

Configure and run

On Configure Import Options:

Option	Description
Skip duplicates	Do not import rows that match existing records
Update existing	Merge new data into matching records
Create new	Always insert new rows

Source system (optional) — choose Generic CSV, Clio, MyCase, or PracticePanther to improve column mapping from vendor exports.

Click Execute Import. When finished, review Total, Successful, Failed, and Skipped counts.

Tips for a smooth import

1. Export from the old system cleanly — use the vendor's standard CSV export; avoid merged cells and title rows in Excel.
2. Normalize phones and emails — consistent formatting improves validation and duplicate detection.
3. Start with a small test file — five to ten rows through validate catches header issues early.
4. Keep the source export — the CSV from your prior system remains part of your records; import is a copy, not a substitute for file retention obligations.

After import

• Spot-check a few clients and cases in the app.
• Open the calendar and confirm imported events appear on the right matters.
• Set up document templates and SMS templates once your core data is in place.
• Configure the client portal and calendar feeds when staff are ready for clients to self-serve.

Related guides

• Using Merge Fields — for templates after migration
• Set Up the Client Portal — invite clients after data is imported
• Export Case Events to Your Calendar App — subscribe to imported events in your calendar