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Can I Sync Originating Attorney from Clio Grow to Clio Manage?

December 24, 2020 06:25

Objective:

Clio Grow syncing Originating Attorney

Environment:

Clio Manage

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 an Originating Attorney. Select Export Matter to complete the sync.