Matters - Clio Grow
Videos
Matters
- 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?
- When Exporting a Matter From Grow to Manage, Who is Selected as the Fee Recipient on a Flat Rate Matter?
- What Happens to Matter/Contact Notes Once a Grow User Gets Deactivated?
- How to Change a Matter Type in Clio Grow
- What Is a Label in Clio Grow?
- 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?
Matter Types
- How Can You Delete Matter Type in Clio Grow?
- Is There a Maximum Number of Matter Types That Can Be Added in Clio Grow?
- Can I Set Matter Numbers in Clio Grow?
- Why is my Matter showing as Unassigned in Clio Grow?
- Why Can't I Delete a Matter Status in Clio Grow?
- Can I Bulk Edit Matter Types in Clio Grow?
Custom Fields
- Is It Possible to Import Custom Fields into Clio Grow from an External File?
- Custom Fields Grayed/Greyed Out in Grow
- Can I Create Custom Matter Field Sets in Clio Grow?
- Custom Field Name Not Updating Between Clio Manage and Clio Grow
- Can I Link Existing Grow Custom Fields with Manage Custom Fields?
- Will Clio Manage Custom Fields be Imported into Clio Grow if I Sync Custom Fields