Bulk Matter Creation allows you to create multiple matters at once using a simple spreadsheet upload. This significantly reduces manual effort—especially for firms managing large matter volumes.
1. Accessing Bulk Matter Creation
From the Matter List, you will now see a Upload Matters button alongside the existing Create matter option.
Selecting this will open the bulk upload workflow, where you can:
Download the required template
Populate the file with matter details
Upload the completed template for processing
2. Downloading the Template
Click Download Template to receive a CSV/Excel file prefilled with the required headers.
Each column corresponds to a matter attribute. The second row includes the validation rules for each field These help ensure your data is complete and matches system requirements.
You may keep or delete the instructions row
3. Template Fields & Validation Rules
Below is a guide to each field in the template and how it must be populated.
| Field Name | Required? | Validation Rules | Notes |
|---|---|---|---|
| Matter name | Required | Text (string) | The display name of the matter |
| Client ID | Required | Text (string) | Must match existing client in Apperio. This can be found on the Clients page in Apperio |
| Matter ID | Required | Text (string) | Becomes the matter reference in the platform |
| Currency | Required | Must be a valid 3-letter ISO currency code (e.g. GBP, USD, EUR) | Determines currency for budgets and billing |
| Budget | Optional | Number ≥ 0 | Leave blank if no budget is set |
| Fee Type | Required | Must be one of: Hourly, Fixed, Capped | Determines how fees are tracked |
| Practice Group | Optional | Free text | Helps organise matters internally |
| Opened On | Required | Date in YYYY-MM-DD format | The matter’s start date |
| Closed On | Optional | Date in YYYY-MM-DD; must be ≥ Opened On | Leave blank if matter is still active |
| Office | Optional | Text (string) | Identifies office or location |
| Client Contact Email | Optional | Must be a valid email format | Used for notifications and coordination |
| Client Contact First Name | Optional | Text (string) | - |
| Client Contact Last Name | Optional | Text (string) | - |
4. Uploading Your File
Once your template is complete:
Return to the Bulk create matters flow
Select Upload file
Choose your completed template
Confirm the upload to begin processing
The system will validate all data before creating matters.
If you need help preparing your first upload, or encounter issues with validation, please reach out to support@apperio.com