How To Use ProbateData Lead Cleanup GPT (Chatgpt) - UPDATE

UPDATE - Dec 2025

You can now use this simple tool to convert probatedata files to csv files that are more compatible with your CRM, dialing and mail merge needs.

Link to tool:

https://pdcleanup.netlify.app/

Quick video walkthrough

You cab still use the chatgpt tool below if you like. The new one is faster and better, though

LINK to ChatGPT Tool: CLICK HERE

How to Use the ProbateData Lead Cleanup GPT: Step-by-Step Guide

1. Upload the Original CSV File

• Open the tool and tap the upload button.
• Select the CSV file from ProbateData (sent via email or downloaded from ProbateData).
• Attach and upload the file.

2. Analyze and Process the Data

• The GPT will analyze the file. If it reports missing columns, let it rescan the file.
• Once the necessary columns are found, it will start processing.

3. Data Cleanup

• The GPT splits full names (e.g., lawyer’s name and petitioner name) into first and last name columns.
• It corrects capitalization across all columns.

4. Download and Review the Processed File

• Download the updated CSV file.
• Verify the changes (e.g., first and last name columns for lawyers and petitioners).

5. Save and Use the File

• Save the processed file to your computer.
• Use it for tasks like uploading to a CRM or performing mail merges.

Troubleshooting

• If the tool reports missing headers, prompt it to rescan or confirm that the headers are present.
• Repeat the process if necessary to ensure accuracy.

That’s it! Your data is now cleaned and ready to use.

Updated on: 15/12/2025