- Are Related Contacts created when a matter is exported from Grow to Manage?
- My Related Contacts are not included when I export a Matter from Grow to Manage
- Clio Grow
Grow allows you to add a "relationship" for each contact under the Related Contacts section when exporting the matter.
Yes, they are added as related contacts to the matter in Manage.
NOTE: Related Contacts will only export to Clio Manage if they are added to the Matter prior to the initial export . If added after the fact, they cannot be re-exported to Manage and will need to be manually input into both Manage and Grow.