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

Issue:

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

Environment:

  • Clio Grow

Additional Information:

n/a

Cause:

The users are set as Non-Attorneys in Clio Manage

Resolution

  1. Login to Clio Manage at app.clio.com
  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 under the Subscriber Type dropdown
  7. Click Save New Information
  8. Refresh the Grow page and try exporting the matter
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