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Can I Sync Documents to Clio Manage from Clio Grow?

Objective:

  • Sending Emails and Documents to Clio 
  • Can I forward Emails and Documents from Clio Grow? 

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

n/a

Answer:

  • Yes, Documents associated to the Matter will migrate over when you Export the Matter from Clio Grow to Clio. 
  • These documents will appear in the Documents tab in Clio Manage
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