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Can I Move a Matter from Clio Connect to my own Firms Clio Account?

Objective:

  • To determine if a Matter shared via Clio Connect by another firm can be exported into my Clio account

Environment:

  • Clio Manage

Additional Information:

  • If there are multiple Matters you can add the information manually into a Migration Template and import them. 

Answer:

No, not at this time. This is currently a Feature Request.  

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