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:

  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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