In Clio, contacts are general or personal contacts, prospective clients, clients, companies, co-counsel, opposition counsel, etc. that your firm interacts with. When you create a matter for a contact, the contact becomes a client for whom you keep track of important case information. In Clio Manage and Clio Grow, you can view all contacts and their data starting from the main Contacts page.
View all contacts in overview page
You can view all contacts in Clio Grow from the main Contacts page. Since Clio Grow is a client intake tool used to track prospective clients, you can also view specific subsets of your contacts: Prospects, Clients, Other contacts. You can click these quick filters to view a contact list for each category.
- In Clio Grow, go to Contacts.
- Select All, Prospects, Clients, or Other contacts.
These categories are informed by whether the contact has a matter and what the matter's status is.- Prospects: Contacts without matters or with matters that have statuses that indicate that the client has not yet formally engaged into a contractual relationship with your firm.
- Clients: Contacts with at least one matter where the matter status indicates a formal engagement between the contact and your firm (e.g., a matter status of Hired or Agreement sent.
- Other contacts: Contacts without any matters or who have matters but the matter did not progress to a stage of formal engagement with your firm (e.g., the matter status was set tot indicated that there was a conflict with the client, that you referred the client out, etc.).
- Optional: Click Apply filters to filter contacts by additional parameters and/or to choose how to sort them in your list.
View individual contact cards
When you go into a contact card page for a contact in Clio Grow, you can view all contact-specific data and information in one place. To access a contact card page:
- Go to Contacts.
- Find your contact and click the contact’s name.
The contact card page shows contact-specific information such as contact details, the contact’s matters and other matters they are associated with, marketing information like source and who they were referred by, contact custom fields, and a timeline of activities done on the matter. You can also add work details on this page:
- Tasks
- This section shows tasks that need to be accomplished and tasks that have been finished. You can also add tasks for yourself and assign tasks to other users. Learn more about tasks.
- Notes
- This section shows notes for this matter. Learn more about adding, editing, and deleting contact notes in Clio Grow.
- Emails
- This section shows emails composed to the contact. Learn more about sending emails in Clio Grow.
Add and remove contact custom fields
Once you have created custom fields in Clio Grow or synced custom fields from Clio Manage, you can add custom fields to your contacts in Clio Grow. You can also remove custom fields from your contacts if you no longer need them.
- Go to Contacts.
- Find your contact and click the contact's name.
- Under the Custom fields section, click Add field.
- In the dropdown, select a custom field and then complete the required details for the custom field.
- Click Add to add the custom field and continue adding additional custom fields. Click Add & Close to add this one custom field only.
- Go to Contacts.
- Find your contact and click the contact's name.
- Under the Custom fields section, click Edit.
- Scroll down to the Custom Fields section.
- Click the X icon representing Remove.
- Click Save to save your changes.
Understand and opt in to Grow and Manage shared contacts
Shared contacts is a feature that syncs basic contact information between Clio Grow and Clio Manage. This means that when you create a new contact or edit a contact's basic information in one application, the changes will automatically update in the other. This helps you save time on data entry, improves the accuracy of contact information across Clio Grow and Clio Manage, helps prevent duplicate records, and streamlines conflict checks.
Automatic enrolment: The shared contacts feature automatically enables contact syncing for new Clio Grow users who link their account to Clio Manage and existing Clio Grow users with a linked Clio Manage account and no contacts.
Manual opt-in: The primary subscriber for your firm account can manually opt in to shared contacts by following the steps below. If there is a conflict or duplicate data during the opt-in period, you can choose to retain either the Clio Grow or Clio Manage contact data.
Opt in to shared contacts:
- Log in to Clio Grow using the same email address as your Clio Manage account.
- Go to Contacts.
- Locate the banner at the top, and click Opt-in.
Manage contact notes
In Clio Grow you can add, edit, and delete notes.
- Go to Contacts and click a contact’s name.
- Select Notes.
- Click Create Note.
- Enter the note details and click Save note.
- Go to Contacts and click a contact’s name.
- Select Notes.
- Find the note and click Edit note.
- Make your changes and click Update note.
- Go to Contacts and click a contact’s name.
- Select Notes.
- Find the note and click Edit note.
- Click Delete.
- Click Delete note.