Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

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

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. 

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