> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://howtouse.probatedata.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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

${frame}[](https://www.loom.com/embed/0bc8602e610e45b585ab6ce5635aa56e)





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


${frame}[](https://www.loom.com/embed/d2af58f2981b42e9bd451d4f37e8a186)



LINK to ChatGPT Tool: [CLICK HERE](https://chatgpt.com/g/g-679904dbbe5481919d5df80a7c71290a-probatedata-lead-cleanup)

## 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.