From the litigation support side, I’ve had good results using a CSV with headers ExhibitNo, Description, Date, BatesStart, BatesEnd, and PageLine to import exhibits into Case Notebook and Everlaw. If it would help, I can post the blank template we use and a short note on how we map it; it cut prep by about 20 minutes per deposition this month.
I’ve had good luck with your headers — ‘ExhibitNo, Description, Date, BatesStart, BatesEnd, PageLine’ — but only if I save the CSV as UTF-8 and keep Date as YYYY-MM-DD; otherwise Case Notebook misreads it. , commas and smart quotes in Description can blow up imports, so I force text qualifiers and replace fancy punctuation; zero-padding ExhibitNo (001, 002) also keeps Everlaw’s sort sane. If you post the template, do you map multiple PageLine cites in one row or split them?
Quoting any “Description” with commas prevents column shifts; I also pre-format “BatesStart/BatesEnd” as Text to preserve leading zeros.