Objective:
- Export a Matter from Clio Grow to Clio Manage again
Environment:
- Clio Grow
Additional Information:
- Please note: Certain default fields will be overwritten if changes were made in Clio Manage after the initial export. For more details please see: Can I Continue to Use Clio Grow Functions After Exporting A Matter to Clio Manage?
- If you do not see the option to Export Matter - this indicates you do not have your Grow and Manage accounts connected. How to Connect Clio Grow and Clio Manage
Procedure:
- Go to the desired matter's page
- Click Matter Options and select Export to Clio
- Review the updates that will be made to the matter in Clio
- Click Export Matter when ready to send the matter to Clio