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Are Related Contacts Created When a Matter is Exported From Grow to Manage?

Objective:

  • Do Secondary Contacts Export to Manage When a Matter is Exported from Grow?
  • My Related Contacts are not included when I export a Matter from Grow to Manage

Environment:

  • Clio Grow

Answer:

Yes, they are added as related contacts to the matter in Manage if the contact is included on the matter during initial export.

NOTE: Related Contacts will only export to Clio Manage if they are added to the Matter in Grow prior to the initial export. If the contact is added to the matter after the initial export and the matter is then re-exported, the contact will export to Clio Manage but will not be added as a related contact to the matter in Manage. You can manually add the contact to the matter in Manage by following the steps here

 

 

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