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

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