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When I Export Matter from Grow to Manage, a Different User's Name Shows Up in the Matter Timeline and Billing Preferences

Issue:

  • Billing Preferences and Matter Timeline show another user's name even though I exported the matter from Grow
  • Another Fee Recipient gets automatically populated

Environment:

  • Clio Manage
  • Clio Grow

Cause:

Disconnect and reconnect Manage from Grow

Resolution:

  1. Disconnect and reconnect Manage from Grow
  2. Create a new matter in Grow
  3. Export the matter to Manage

 

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