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.<\/p>\n
Use Case: Preparing for Conference Meetings or Business Trips<\/b><\/p>\n
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\u2019s Important Partners, International Case Exchange, Technical Areas, and more<\/b>, for all your upcoming meetings at once, consolidated into a single document.<\/p>\n\nTip: If you are unsure which charts are most relevant to you, visit any entity\u2019s profile to browse the available chart names before setting up your export.<\/span><\/p>\n<\/blockquote>\nTo Use the Excel Autofill Feature<\/b>:<\/p>\n\n- Open Excel Autofill<\/b>\n
\n- Click on Tools in the left sidebar and select Excel Autofill.<\/li>\n<\/ul>\n<\/li>\n
- Download and Prepare the Template<\/b>\n
\n- 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.<\/li>\n
- If your data is already in a separate Excel file, copy it into the corresponding columns of the template before uploading.<\/li>\n<\/ul>\n<\/li>\n
- Upload Your File and Select the Entity Type<\/b>\n
\n- Once your file is formatted correctly, upload the XLSX file and select whether it contains Law Firms, Applicants, or People.<\/li>\n
- 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.<\/li>\n<\/ul>\n<\/li>\n
- Review the File Preview<\/b>\n
\n- After uploading, a preview of your file will be displayed. Once you\u2019ve confirmed everything looks correct, click Match Entities to proceed.<\/li>\n<\/ul>\n<\/li>\n
- Review and Adjust Matched Entities<\/b>\n
\n- 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.<\/li>\n
- The Similarity column indicates how closely the matched entity corresponds to your uploaded entry.<\/li>\n
- If you are not satisfied with a match, click the edit icon next to the matched entity\u2019s name to search for a better alternative.<\/li>\n
- To remove a match entirely, click the bin icon next to it.<\/li>\n<\/ul>\n<\/li>\n
- Resolve Suggested Edits<\/b>\n
\n- If there are any unmatched or duplicate entities in your results, click Suggested Edits to review and resolve them before proceeding.<\/li>\n<\/ul>\n<\/li>\n
- Select the Data to Export<\/b>\n
\n- Click Select Data to move to the next tab.<\/li>\n
- Use the Add Data dropdown to choose the data you want to export, selecting from the available chart types.<\/li>\n
- Refine your results by applying the appropriate year type and any additional filters relevant to your analysis.<\/li>\n
- When you are ready, click Preview Data to continue.<\/li>\n<\/ul>\n<\/li>\n
- Preview the Output<\/b>\n
\n- 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.<\/li>\n<\/ul>\n<\/li>\n
- Download or Revise<\/b>\n
\n- If you are satisfied with the results, click Download File to export.<\/li>\n
- To make changes, click Previous Step to go back one step, or use the Start Again button to return to the beginning.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
<\/div><\/div>\n
Best Practices & Tips<\/b><\/p>\n\n- Use the Template<\/b>: Always refer to the sample template for formatting guidance, particularly for mandatory fields and supported data formats.<\/li>\n
- Check Your Matches:<\/b> Review the Similarity scores carefully and use the edit function to correct any weak or incorrect matches before proceeding.<\/li>\n
- Resolve Suggested Edits Early: <\/b>Addressing unmatched or duplicate entries before selecting data ensures a cleaner, more accurate export.<\/li>\n
- Apply Filters: <\/b>Use the year type and filter options in the data selection step to make your export as relevant as possible to your specific analysis.<\/li>\n<\/ul>\n
<\/div><\/div>\n
Use case:<\/b><\/p>\n<\/div>