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