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Can I Sync Practice Area from Clio Grow to Clio Manage?

Objective:

  • Clio Grow and Practice Area 

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

Answer:

Yes. In order to Sync this data, you must open the Matter in Clio Grow and select Matter Options and click Export to Clio.  A pop-up window will appear with an option to input a Practice Area. Select Export Matter to complete the sync.   

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