Link Contacts and Companies

In Clio Manage, you can link a person-type contact or contacts to a company-type contact or contacts. The link is a single relationship you can see from either side. When viewing a person, you can see all companies associated with the contact and similarly, when viewing a company, you see all contacts who are employees of or associated with the company. For a person, you can mark one company as the default, for example the company the individual is currently employed at. If you enable the Clio Manage and Clio Grow sync, linking a company and contact in either Clio Manage or Clio Grow will update the information in the other.

You can create a link from either the person-type or company-type record.

• From the person, you can select a company, record a job title, and mark the default company.
• From the company, you can select a person only. To add a job title to a link created this way, open the person and edit the link there.

Link a company to a contact

Start from the person's record when you want to record a job title or set the default company.

1. In Clio Manage, click Contacts, then click the contact name.
2. In the Associated companies section, click Edit.

3. Click Add company.

   1. Click the Company dropdown, then select a company.
      • To create a new company, click New company complete the fields, then click Save company.
   2. For Title, enter the job title the person holds at that company.

   Repeat this step to add additional companies.

4. Click Save.

Link a contact to a company

To add a contact to a company from the company's contact dashboard. Adding an employee this way does not allow you to add the employee's job title, but you can add that from the employee's contact dashboard.

1. In Clio Manage, click Contacts, then click the company name.
2. In the Employees section, click Add employee.
3. Click the Contact dropdown, then select the person.
   • To create a new contact, click New person, complete the fields, then click Save person.
4. Click Save employee.

Set the default company

Clio Manage uses the default company on invoices, and the Contact information section displays it in the Company/Title row.

1. In Clio Manage, click Contacts, then click the contact name.
2. In the Associated companies section, click Edit.
3. Select Default company beside the company you want.
4. Click Save.

Change a contact's job title

Job titles are held on the person's record for each link.

1. In Clio Manage, click Contacts, then click the contact name.
2. In the Associated companies section, click Edit.
3. For Title, enter the new job title.
4. Click Save.

Remove a link

You can end a link from either record. Removing a link leaves both contact records in Clio Manage and ends only the relationship between them.

From the person's record

1. In Clio Manage, click Contacts, then click the contact name.
2. In the Associated companies section, click Edit.
3. Click the delete icon beside the company you want to unlink.
4. Click Save.

From the company's record

1. In Clio Manage, click Contacts, then click the company name.
2. In the Employees section, click Remove beside the name.

Up next

• Navigate Contact's Dashboard: Review the Associated companies and Employees sections on a contact record.
• Edit and Delete Contacts: Update either contact behind a link.