Follow these steps:
Step 1 – Organise your data: get all your client data together. You will need this information, in this order: Title, First name, Surname, Job title, Company, Industry/Sector, Country, email address
Step 2 – Open the pre-formatted Excel file
Step 3 – Go to Cell B1: delete the text in merged cell ‘B1’ (the cell is coloured pink) and enter the name of your law firm name
Step 4 – Go to D1: use the drop-down list in merged cell ‘D1’ (coloured yellow) to select the country
Step 5– Go to F1: use the drop-down list in merged cell ‘F1’ (coloured green) to select the practice area
Step 6 – Client data: fill in the client details. The order of the columns is as in Step 1, so if you have organised your data in the correct order, you can copy it straight into the spreadsheet
Job done! You can then upload the spreadsheet to us via the Portal.