KCS - How to Export Matters From Lexicata to Clio

Objective:

  • Export Lexciata Matters to Clio

Environment:

  • Clio Web App

Additional Information:

When exporting Matters to Clio, Lexicata will use Clio's current Matter Numbering schema. 

Procedure:

  1. Go to the Matter detail page in Lexicata
  2. Click Actions
  3. Select Export to Clio

The Matter Export pop-up will confirm the information that will be exported to Clio. If you had already exported the Matter's client, then exporting the Matter will link it to the appropriate Contact already in Clio.

 

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