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Is It Possible to Export Contact and Matter Notes from Clio Grow to Clio Manage?

Objective:

  • Transfer contact and matter notes from Grow to Manage

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

Answer:

Yes, contact and matter notes will be exported from Clio Grow to Clio Manage when exporting the associated contact/matter.

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