Can I import my client list?

Modified on Sat, 27 Aug 2016 at 11:35 AM

Yes. You can import your client list via a CSV or vCard file.  Please see http://www.casefox.com/web/importclients.html for more details or contact us.

If you have your client list that is not formatted according to the instructions, you may also send the file to us.  If all required fields are included in the file, we will attempt to import the data (available only to paid subscription accounts).

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