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Tool 070

Grow-to-Manage Handoff

Compare imported handoff expectations with verified current-matter labels in Manage and identify missing, different or unavailable evidence.

What it does today

Read-only current Manage client, parties, note subjects, task names, document names and custom-field string values compared to imported labels. No live Grow connection or conversion, transfer provenance verification, content identity proof or complete firmwide coverage.

How to use

  1. In Clio, open Matterevo and choose Grow-to-Manage Handoff from the Tool Library. Use the search box or the Contacts & intake family filter to find it.
  2. Enter the details the planner asks for.
  3. Review the proposed outcome, item by item.
  4. Edit or remove anything that is not right.
  5. Confirm to create the reviewed records in Clio.

Before you rely on it

Compare explicitly matter-bound imported handoff expectations with accessible current Manage record labels. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.