Information from Clio Grow is not automatically sent to Clio Manage, even if a lead becomes a client. See this article to learn how to export a Contact and/or Matter.
The two tables below list the Contact and Matter fields that are exported from Clio Grow to Clio Manage and the fields that are not exported from Clio Grow to Clio Manage.
Contact Fields
✓ Yes, this field is exported
✕ No, this field is not exported
| Contact Field | Exported From Grow to Manage? |
| Custom fields and field sets* | ✓ |
| Salutation | ✓ |
| First Name | ✓ |
| Middle Name | ✓ |
| Last Name | ✓ |
| Email address (multiple) | ✓ |
| Phone number (multiple) | ✓ |
| Address (multiple) | ✓ |
| Company name | ✓ |
| Notes | ✓ |
| File attachments | ✓ |
| Lead source | ✕ |
| Contact type | ✕ |
| Referred by | ✕ |
| Tags | ✕ |
| Tasks | ✕ |
| Emails | ✕ |
*Custom fields should be created in Clio Manage and then synced to Clio Grow.
Matter Fields
✓ Yes, this field is exported
✕ No, this field is not exported
| Matter Field | Exported From Grow to Manage? |
| Custom fields and field sets* | ✓ |
| Description | ✓ |
| Location | ✓ |
| Notes | ✓ |
| Submitted Documents | ✓ |
| Submitted Forms | ✓ |
| Attached Files | ✓ |
| Appointments | ✓ |
| Responsible attorney | ✓ |
| Originating attorney | ✓ |
| Matter type | ✕ |
| Matter status | ✕ |
| Assigned to | ✕ |
| Created on | ✕ |
| Estimated case value | ✕ |
| Document templates** | ✕ |
| Form templates | ✕ |
| Emails | ✕ |
| Tasks | ✕ |
*Custom fields should be created in Clio Manage and then synced to Clio Grow.
**Document templates cannot be exported from Clio Grow to Clio Manage; however, you can download the template and save it to your desktop, then in Clio Manage add merge fields (Settings > Documents > Document Template Merge Fields), and upload your document template in Clio Manage (Documents > Categories and templates > New template).
Note: If a field cannot be exported from Clio Grow to Clio Manage, you may be able to create that field as a custom field in Clio Manage and sync it to Clio Grow. Then, export the Contact or Matter from Clio Grow to Clio Manage. You may also contact Clio Support to submit a Feature Request if you would like to export a field without using the custom field workaround.