In Clio Manage, the contact type categorizes the contact and distinguishes between contacts, clients, and companies. In Clio Grow, the contact type is a type of "label" that is indicative of where the contact is in their journey with your firm, including whether the contact is in Intake, Hired, or Did Not Hire. The contact type can also be Unassigned. You can create additional contact types to suit the needs of your firm.
Change a contact's type in Clio Manage
In Clio Manage, contacts are either person or company contacts. You can make a person contact into a company contact and make a company contact into a personal contact at any time. When you create a matter for a contact, the contact becomes a client for whom you track important case information. You will also see a green “client” label beside the client’s name when viewing the main Contacts tab or when viewing the contact’s dashboard.
To change a person contact or company contact:
- Go to Contacts and click Edit for the contact you want to modify. You can also search for the contact in the search bar, open their page and click Edit contact.
- Select Person or Company, depending on which one you are changing the contact to.
- Click Save contact.
Create and manage contact types in Clio Grow
In Clio Grow, you are provided with a list of standard contact types that you cannot change (Unassigned, Intake, Hired, Did Not Hire). You can also add your own contact types, and edit and/or delete custom contact types. These contact types will be easily visible from the Contacts page.
- Go to Settings > Contacts > Contact Types.
- Click New Contact Type.
- Enter the name.
- Click Create Type.
- Go to Settings > Contacts > Contact Types.
- Click Edit.
- Change the name.
- Click Create Type.
- Go to Settings > Contacts > Contact Types.
- Click Delete.
- Click OK.
Change a contact's type in Clio Grow
Contacts that are prospects will appear in the Prospects subtab of the Contacts overview page, and contacts that are clients will appear under the Clients subtab of the Contacts overview page. You can view all contacts, regardless of contact type, in the All subtab. You can change a contact’s type when viewing a single contact page, when viewing the main Contacts page, and when viewing a single matter’s page.
- Search for a contact in the search bar and select the contact to open their page. Alternatively, you can go to Contacts and select the name of a contact to open their page.
- Click Edit contact.
- Under Basic Details, click the down arrow for the Contact type field and select the new type from the list of options.
- Click Save.
- Go to Contacts.
- Find the relevant contact and in the Contact type column, click the down arrow for the field and select the new type from the list of options.
- Go to Matters and click the matter’s name. You can also search for the matter in the search bar or open the matter from the Pipeline.
- Scroll down to Contacts.
- Change the contact type in the box next to Contact Type.