Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

If I Create a Matter in Manage Prior to Exporting it from Grow, Will Clio Create a New Matter or Link it to an Existing Matter in Manage?

Objective:

  • If a Matter exists in Clio Manage, if I export a Matter from Grow, will it create a new Matter, or will it link to the existing Matter in Clio Manage?

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

  • n/a

 

Answer:

When you export a new Matter from Clio Grow to Clio Manage a new Matter will be created. It will not link to the pre-existing Matter in Clio Manage. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality