Question:
- Do I Need to be an Administrator to Export a Matter from Clio Grow to Clio Manage?
- Can all users export Matters from Clio Grow to Manage?
Environment:
- Clio Grow
Additional Information:
- The prerequisite to exporting the matters is to ensure that you have the setup the sync between Grow and Manage.
- To complete the export, open the matter, then click the top right Matter Options drop-down button, then select Export to Clio Manage.
- This guide will show you how to setup the sync and Export Matters.
Answer:
- Yes, non-administrators can export Matters from Clio Grow to Manage.
- Yes, all users can export Matters from Clio Grow to Manage.