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When a Lead Becomes a Client is The Contact Automatically Exported From Clio Grow to Clio Manage?

Question:

  • When a Lead Becomes a Client is The Contact Automatically Exported From Clio Grow to Clio Manage?
  • Will my Lead export to Clio Manage once they become a Client in Clio Grow?

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

  • For steps on how to export a Matter from Clio Grow to Clio Manage, click here.

Answer:

No, not at this time. You would need to manually export the the Matter in Clio Grow.

 

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