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:

• 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 
• Matters can only be exported from Clio Grow to Clio Manage one-by-one
• If you only want to export Contact information from Grow to Manage, please see: How to Export a Contact from Clio Grow into Clio Manage

Procedure:

1. Go to the desired matter's page
2. Click “Matter Options” and select "Export to Clio"
   
3. Enter the relationships for any related contacts (if applicable) 
   
   
   
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
     
     
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