Objective:

• Export Matters from Clio to Clio Grow
• Can I push Matters from Manage to Grow?
• Can I Import a Matter into Clio Grow?
• Move a Matter from Clio Manage to Clio Grow
• Transfer data between Grow and Manage
• Can I Import Matter Custom fields into Clio Grow?

Environment:

• Clio Manage
• Clio Grow

Additional Information:

How Do I export Matters From Clio Manage 

How Do I Fill Out Import Template for Clio Grow 

Answer:

There isn't a direct button to import matters from Clio Manage to Clio Grow. If you would like to see this feature added to Clio, please contact support@clio.com with your request and please explain how this would benefit your firm. 

Workaround:

It can be done by:

• Exporting matters from Clio Manage via CSV 
• Importing it into Clio Grow through Import template