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How to Export a Matter 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

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
  4. Enter a Matter description
  5. Select a Matter status and a Practice Area
  6. Use the drop-downs to select a responsible attorney and an originating attorney
  7. Select a location
  8. Choose a Billing method
  9. Click “Export Matter” when ready to send the matter to Clio
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