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Users' Names Not Showing in Dropdown of Responsible/Originating Attorney/Solicitor When Exporting Matters Grow to Manage


  • Cannot find Responsible Attorney/Solicitor when exporting to Clio Manage
  • Cannot find Originating Attorney/Solicitor when exporting to Clio Manage


  • Clio Grow

Additional Information:



The users are set as Non-Attorneys in Clio Manage


  1. Login to Clio Manage at
  2. Click Settings
  3. Click Manage Users (only Admins have access to this option)
  4. Click Edit under the user's name
  5. Scroll down
  6. Choose Attorney/Solicitor under the Subscriber Type dropdown
  7. Click Save New Information
  8. Refresh the Grow page and try exporting the matter
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