What it does
Upload a matter list export from Clio, MyCase, PracticePanther, or a spreadsheet. Get back a clean, normalized CSV with consistent matter numbers, client names, date formats, and practice area labels — ready to import into another system or use for reporting.
The problem it solves
Law firms migrating between practice management systems, or consolidating data from multiple offices, get matter exports that are messy and inconsistent. Matter numbers formatted differently, client names inconsistently capitalized, open/close dates in mixed formats. Cleaning this manually before import is time-consuming and introduces errors.
What it handles automatically
- Matter number formatting — Standardizes to a consistent prefix-NNNNNN pattern (configurable)
- Client name normalization — Proper case, removes extra punctuation, handles "Last, First" ordering
- Date standardization — Converts open dates, close dates, and statute of limitations dates to ISO format
- Practice area normalization — Maps common variants to your standard list (e.g. "Fam Law" → "Family Law")
- Status normalization — Maps open/closed/pending variants to a consistent set of status labels
FAQ
Does it verify matter numbers against an existing system? No — the tool normalizes formatting only. Uniqueness validation requires access to your destination system.
Is this suitable for migrating from Clio to MyCase? Yes, as a first step. Use it to clean and reformat the Clio export before uploading to MyCase's importer.
Does it store my data? No. All processing is in your browser. Client and matter data never touches a server.