Create Contacts in Clio Grow

In Clio Grow, you can create a contact on the Contacts page, in Quick Intake, in the Leads inbox, or in a matter. Create a contact to record the person or organisation and capture the intake details your firm reports on later, including contact type, lead source, and tags. A contact becomes a client once it has a matter, so the route you choose depends on whether you are recording a person now or opening a matter at the same time.

Create a contact

Four routes create a contact. Quick Intake and the Leads inbox also create a matter, which turns the contact into a client in the same pass.

From the Contacts page

Use this route to record a contact without opening a matter.

1. In Clio Grow, click Contacts.
2. Click Create new contact.
3. Select New person or New company.
4. Complete the contact details. Refer to the section below.
5. Click Submit.

From Quick Intake

Use this route to create both a contact and a matter.

1. In Clio Grow, click Quick Intake.
2. Select whether the contact is a new person, a new company, or an existing contact.
3. Enter the contact details. Where the contact already exists in Clio Grow, select it from the results.
4. Add the matter details.
5. Click Create matter.

Click into the interactive tutorial below to try these steps out yourself.

From the Leads inbox

Use this route to turn an incoming lead into a contact.

1. In Clio Grow, click Leads.
2. Click Add, then select Add Contact to create a contact only, or Quick Intake to create a contact and a matter.
3. Add the contact details.
4. Click Submit.

Refer to Manage Leads in Clio Grow for the full intake process, including how to accept and ignore leads.

From a matter

Use this route to attach a new contact to an existing matter.

1. In Clio Grow, click Matters, then click the matter name.
2. Under Contacts, scroll to the bottom and click +Add a contact.
3. Select New person, New company, or Existing contact.
4. Add the contact details.
5. Click Add & Close. To add this contact and another, click Add instead.

Understand contact details

Alongside name and contact information, the contact form captures three details your firm sets up in advance. Keeping them consistent is what makes the Contacts page filters and your intake reporting worth reading.

Contact type

A label recording where the contact sits in their journey with your firm, using the four standard types or a type your firm creates. Refer to Contact Types in Clio Grow.

Lead source

How the prospective client found your firm. Click Add a referral relationship to record an existing contact who referred them. Your firm adds and edits the available sources in your account settings.

Tags

Extra detail your firm tracks about a contact, such as a witness or a referral partner. Refer to Contact Tags in Clio Grow.

Up next

• Edit and Delete Contacts in Clio Grow: Update a contact's details, or remove a contact your firm no longer needs.
• Contact Types in Clio Grow: Set up the types your firm applies during intake.