Law Firm Import Instructions

The Trust is pleased to provide additional detail regarding Bulk Data Import and Bulk Document Submittal for Firms wishing to upload bulk data and/or documents. 

Below you will find links to the instructions for both bulk options as well as the links to the templates provided for the bulk data import. If you have questions regarding the information provided, please send your questions via email to (preferred) or call 855-637-5538, and we will be glad to assist.