Objective:

• Why isn't WealthCounsel syncing Contacts to Clio yet? 

Environment:

• WealthCounsel

Additional Information:

For more information on the WealthCounsel integration, click here. 

Answer:

"Staged" indicates that a sync was triggered but the changes have not been processed yet - you can go to the Sync tab to review the changes and choose whether to Continue (apply changes) or Cancel.