Issue:
- Cannot find Responsible Attorney/Solicitor when exporting to Clio Manage
- Cannot find Originating Attorney/Solicitor when exporting to Clio Manage
Environment:
- Clio Grow
Additional Information:
n/a
Cause:
The users are set as Non-Attorneys in Clio Manage
Resolution
- Login to Clio Manage at app.clio.com
- Click Settings
- Click Manage Users (only Admins have access to this option)
- Click Edit under the user's name
- Scroll down
- Choose Attorney/Solicitor under the Subscriber Type dropdown
- Click Save New Information
- Refresh the Grow page and try exporting the matter