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Do Secondary Contacts Sync to Manage When a Matter is Exported from Grow?

Objective:

  • 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

Environment:

  • Clio Grow

Additional Information:

Grow allows you to add a "relationship" for each contact under the Related Contacts section when exporting the matter. 

Answer:

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. 

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