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How to Export a Matter From Clio Grow to Clio Manage

Objectives:

  • How to Export a Matter From Clio Grow to Clio Manage
  • Move a hired lead from Clio Grow to Clio Manage
  • Sync Matters from Clio Grow to Clio Manage

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

Procedure:

Ensure you have set up the integration between the Clio Grow account and Clio, for further information, please see the following: How to Set up the Clio Integration in Clio Grow 

  1. Go to the desired matter's page
  2. Click “Matter Options” and select "Export to Clio"
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  3. Enter the relationships for any related contacts (if applicable) 
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  4. Enter the Matter Details:
    • Matter description (required)
    • Select a Matter status and a Practice Area
    • Use the drop-downs to select a Responsible Attorney and an Originating Attorney
    • Select a Location (if applicable) 
    • Choose a Billing Method
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  5. Click "Export Matter” when ready to send the matter to Clio
  6. To view the Matter in Clio Manage, click Open matter in Clio Manage
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