The Excel Autofill feature lets you upload a list of up to 1,000 Law Firms, Applicants, or People and retrieve standardized data for all of them in seconds.

Use Case: Preparing for Conference Meetings or Business Trips

When preparing for a conference or business trip, you often need to review the same set of information for each associate you are meeting. Rather than visiting each profile individually, you can use Excel Autofill to extract the same data points, such as Case Exchange’s Important Partners, International Case Exchange, Technical Areas, and more, for all your upcoming meetings at once, consolidated into a single document.

Tip: If you are unsure which charts are most relevant to you, visit any entity’s profile to browse the available chart names before setting up your export.

To Use the Excel Autofill Feature:

  1. Open Excel Autofill
    • Click on Tools in the left sidebar and select Excel Autofill.
  2. Download and Prepare the Template
    • On the next screen, click Download Template to get the sample XLSX file. The template includes instructions on which fields are mandatory and what data formats are supported in each column.
    • If your data is already in a separate Excel file, copy it into the corresponding columns of the template before uploading.
  3. Upload Your File and Select the Entity Type
    • Once your file is formatted correctly, upload the XLSX file and select whether it contains Law Firms, Applicants, or People.
    • Note: Only the first 1,000 rows of the first tab are processed. Refer to the template instructions to ensure your data is formatted correctly before uploading.
  4. Review the File Preview
    • After uploading, a preview of your file will be displayed. Once you’ve confirmed everything looks correct, click Match Entities to proceed.
  5. Review and Adjust Matched Entities
    • In the next tab, you will see the entities from your file alongside the matches that IP Pilot has identified in the Matched Entities column.
    • The Similarity column indicates how closely the matched entity corresponds to your uploaded entry.
    • If you are not satisfied with a match, click the edit icon next to the matched entity’s name to search for a better alternative.
    • To remove a match entirely, click the bin icon next to it.
  6. Resolve Suggested Edits
    • If there are any unmatched or duplicate entities in your results, click Suggested Edits to review and resolve them before proceeding.
  7. Select the Data to Export
    • Click Select Data to move to the next tab.
    • Use the Add Data dropdown to choose the data you want to export, selecting from the available chart types.
    • Refine your results by applying the appropriate year type and any additional filters relevant to your analysis.
    • When you are ready, click Preview Data to continue.
  8. Preview the Output
    • The next screen shows a preview of the file that will be downloaded. If you added data from multiple charts, each will appear in its own tab within the preview.
  9. Download or Revise
    • If you are satisfied with the results, click Download File to export.
    • To make changes, click Previous Step to go back one step, or use the Start Again button to return to the beginning.

Best Practices & Tips

  • Use the Template: Always refer to the sample template for formatting guidance, particularly for mandatory fields and supported data formats.
  • Check Your Matches: Review the Similarity scores carefully and use the edit function to correct any weak or incorrect matches before proceeding.
  • Resolve Suggested Edits Early: Addressing unmatched or duplicate entries before selecting data ensures a cleaner, more accurate export.
  • Apply Filters: Use the year type and filter options in the data selection step to make your export as relevant as possible to your specific analysis.

Use case:

You can leverage on the Excel Autofill feature to quickly extract the same datapoints, e.g. Case Exchange’s Important Partners, International Case Exchange and IPCs, of the several entities you will be meeting all into one document. You can always refer to any entity’s profile to recall the names of the charts most relevant for you.

FAQ’s

Only data included in the first tab of your file will be processed. Make sure all entities you want to analyze are listed there

Yes, you can include a mix of Law Firms, Applicants, and People in a single upload. However, please note that combining entity types in one file may reduce matching accuracy.

You can remove an incorrect match by clicking the bin icon next to the matched entity. If you would like to replace it with the correct one, click the edit icon to search for and manually select the right match.

First, check that your file includes a NAME column in the first tab, as this is required for the upload to work. If you are using your own file rather than the provided template, formatting inconsistencies in the Excel file may also cause issues. To avoid this, we recommend pasting your data into the corresponding columns of the template file and uploading that instead.