Collect eCheck and card payments directly through Clio. Find out how.

Duplicate Matter Notes Created when Exporting from Grow to Manage

Issue:

  • Most recently created Matter Note duplicated in Clio Manage when exporting Matter from Clio Grow to Clio Manage
  • Duplicate Notes when importing int Clio Manage

Environment:

  • Clio Grow
  • Clio Manage 

Additional Information:

  • For More Information on Continued Usage Clio Grow Functions After Exporting A Matter to Clio Manage, click here
  • For More Information on What are the Default Contact and Matter Fields that are Exported From Clio Grow to Manage, click here

Cause:

This occurs when a Clio Grow Matter has more than one (1) Note and the Matter is exported more than once. 

Workaround:

Manually delete the duplicate Matter Note in Clio Manage. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality