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Can Non-Administrators Export Matters from Clio Grow to Manage?

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.

 

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