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My Related Contact in Grow/Lexicata did not Attach to the Matter in Manage

Issue: 

  • My Matter in Clio Grow has another contact attached to it as a Related Contact. When I go to export the Matter into Clio Manage, that Related Contact disappears from the Matter.

Environment:

  • Lexicata
  • Clio Grow
  • Clio Manage

Additional Information:

The Contact will move into Manage, but you will need to manually attach it.

Cause:

You did not specify a Relationship Name in the Export to Clio Manage modal.

Unassigned__First_Name_Last_Name____Clio_Grow_2019-09-05_15-53-44.png

Resolution

  1. In Clio Manage, navigate to the specific Matter
  2. On the right, click on Add related contact
  3. Select the respective Contact and state the Relationship
  4. Save the Matter
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