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
• How to Transfer Clio Grow Matters to Clio Manage

Environment:

• Clio Grow
• Clio Manage

Additional Information:

• 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:

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 

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