Keeping your Clio matters synchronized will allow you to easily search your Clio and Legaler data. You can import your Clio matters by selecting Matters from the right hand menu, followed by pressing the Clio Matters button.  Alternatively you can browse to

By default only open matters are shown in Legaler but you can import/update any status by selecting the desired status from the dropdown. Further, by default only 10 matters are shown, you may increase this to up to 200 on screen matters

To import matters not yet synchronized with Legaler simply click the import all button. Existing matters can be updated (open/close status, change of matter numbers) by selecting update all

Did this answer your question?