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Can I Transfer Forms and Documents from One Matter/Contact to Another in Clio Grow?

Objective:

  • We accidentally sent a document/form under the wrong matter in Grow
  • How to move forms and documents between matters in Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Not at the moment. If you would like to see this feature added to Clio, please contact  with your request and explain how this would benefit your firm.

 

Alternatively, a workaround is to download the Documents following the steps here or download the Forms following the steps here. Once doing this you can go to the Matter, and upload these as Files following the below steps: 

  1. Go to the desired Matter
  2. Click on the Files tab
  3. Drag and Drop files directly into the box with the text "Drag and Drop or Click to upload files to this Matter", or Click the box to upload files to the Matter.
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