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Will The Responsible and Originating Attorney Fields be Auto-Populated To Reflect the User That Created or is Assigned to the Matter When Exporting a Matter From Clio Grow to Clio Manage?

Question:

  • Will The Responsible and Originating Attorney Fields be Auto-Populated To Reflect the User That Created or is Assigned to the Matter When Exporting a Matter From Clio Grow to Clio Manage?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

No, The Responsible and Originating Attorney fields will need to be manually selected. As this is not a feature at this time, if you'd like to see this feature being implemented, please let our Support Team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

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