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:
- Go to the desired matter's page
- Click “Matter Options” and select "Export to Clio"
- Enter the relationships for any related contacts (if applicable)
- 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
- Click "Export Matter” when ready to send the matter to Clio
- To view the Matter in Clio Manage, click Open matter in Clio Manage