- Export Lexciata Matters to Clio
- Clio Web App
When exporting Matters to Clio, Lexicata will use Clio's current Matter Numbering schema.
- Go to the Matter detail page in Lexicata
- Click Actions
- 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.