You can edit and delete contacts in both Clio Manage and Clio Grow. Once a contact is deleted, it can only be recovered in Clio Manage, not Clio Grow. If the contact is recovered, it may not necessarily contain all the information it had prior to deletion.
Edit contacts in Clio Manage
Clio Manage does not have a bulk edit feature for contacts. You can only edit contacts in Clio Manage individually.
- Go to Contacts and click Edit. You can also search for the contact in the search bar and click Edit contact in the contact’s dashboard.
- Make your changes.
- Click Save contact.
Edit contacts in Clio Grow
You can edit a contact in Clio Grow in the contact’s specific page or from the contact’s matter’s page.
- Go to Contacts and click the contact’s name. You can also search for the contact in the search bar.
- Click Edit contact.
- Make your changes.
- Click Save.
- Go to Matters and click the matter. You can also select the matter from the Pipeline or search for it in the search bar.
- Scroll down to Contacts and click Edit contact.
- Make your changes.
- Click Save.
Manually merge contacts in Clio Manage
While there is no option to automatically merge two contacts, you can manually move data from one contact to another. If you have multiple contacts with similar information, you can take manual steps to move data from the secondary contact to the primary contact and then delete the secondary contact once the primary contact has all the necessary information.
Note: Invoices and payment transactions do not need to be individually moved since they are linked at the matter-level. Once the client is changed on a matter, invoices and payments will automatically link to the new client.
Step 1: Rename the secondary contact
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Find the secondary contact and click Edit contact.
- The secondary contact should be the contact that has less data in order to spend less time moving data from one contact to the other.
- Rename the secondary contact's Last name by adding the number 2 at the end of the name.
- Click Save contact.
Step 2: Reassign the secondary contact's matters
- Go to the secondary contact's Dashboard.
- In the Client's matters section, click Edit next to a matter's name.
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Under Client, select the primary contact.
- The primary contact is the contact that does not have the number 2 at the end of the last name.
- Optional: Check the box for Update matter name/number when saving changes to update the matter numbering scheme.
- Click Save matter.
Step 3: Reassign the secondary contact's associated matters
- Go to the secondary contact's Dashboard.
- In the Associated matters section, click Edit next to an associated matter's name.
- Click Delete.
- Confirm the action by clicking Delete relationship.
- Go to the primary contact's Dashboard.
- In the Associated matters section, click Link matter.
- Add the associated matter and relationship and then click Save.
Step 4: Move remaining data from secondary contact to primary contact
- Go to the secondary contact's Dashboard.
- Select the Communications subtab.
- Click Logs and select All, Phone, or Email.
- Click Edit next to a log.
- Remove the secondary contact from the To and From fields and then add the primary contact in these fields.
- Click Save email log or Save phone log.
- Repeat steps 4-6 for the remaining email and/or phone logs that you want to move.
Note: If you have a large number of notes that you need to move from a secondary contact to a matter contact, you can export the notes and then import them using Clio's migration template for notes. Learn more about exporting contact notes here and importing notes here.
- Go to the secondary contact's Dashboard.
- Select the Notes subtab.
- Click Edit next to a note.
- Copy the Subject, Note, and Date fields.
- Click Cancel.
- Go to the primary contact's Notes subtab and paste the copied data into a new note.
- Repeat steps 3-6 for the remaining notes that you want to move.
- Go to the secondary contact's Dashboard.
- Select the Documents subtab.
- Check the box next to all the documents you want to move.
- Click Move.
- Find the primary contact and select the folder where you want to move the note.
- Click Move to this folder.
Delete contacts in Clio Manage
When you delete a contact in Clio Manage, you also lose contact notes, client portals, and access to Clio for Co-Counsel. Invoices, matters, transactions, and payments will continue to exist in Clio Manage but will no longer be associated with the contact.
- Bulk Operations tool:
- Users with administrator permission and the primary subscriber can access the Bulk Operations tool to remove several contacts at once. Contacts deleted through this process cannot be recovered. The bulk operations process will not remove duplicate contacts associated with matters, related matters, employees, transactions, notes or communications.
- Go to Contacts and click Edit. You can also search for the contact in the search bar and click Edit contact.
- Click Delete contact.
- When the warning prompt appears, check the box confirming the action, and then click Delete contact.
Note: Only users with administrator permissions can delete multiple contacts.
- Go to Contacts.
- Check the box next to each contact you want to delete.
- Click Delete contacts.
- When the warning prompt appears, check the box confirming the action, and then click Delete contact.
Note: Contacts deleted through this process cannot be recovered.
- Log in to Clio as an Administrator
- Select the bulk operations page for your region:
- Click Add
- Select Remove ALL Contacts
- You cannot recover contacts deleted through this process.
- Optional: Click the box to Exclude clients.
- Click Generate Preview, and wait for the State to change from Preview Queued to Preview Completed.
- Click Preview and review the list of entries to be deleted.
- Click Confirm Deletion
- Click Perform Operation
- Click OK in the Warning Pop-Up Window to begin the deletion process.
Note: The bulk operations tool will delete true duplicates, duplicates must be completely identical.
- Log in to Clio as an Administrator
- Select the bulk operations page for your region:
- Click Add
- Select Remove Duplicate Contacts
- You cannot recover contacts deleted through this process.
- Optional: Click the box to Exclude clients.
- Click Generate Preview and wait for the State to change from Preview Queued to Preview Completed.
- Click Preview and review the list of entries to be deleted.
- Click Confirm Deletion
- Click Perform Operation
- Click OK in the Warning Pop-Up Window to begin the deletion process.
Delete contacts in Clio Grow
If you delete a contact in Clio Grow, you will lose all data linked to the contact, including matter data where the contact is listed as a primary contact. Deleting a contact in Clio Grow will not delete the same contact in Clio Manage. Additionally, you cannot bulk delete contacts in Clio Grow.
- Go to the contact.
- Click the Contact options dropdown and select Delete Contact.
- When the warning prompt appears, check the box confirming the action, and then click Delete.
Recover deleted contacts in Clio Manage
The Recovery Bin in Clio manage contains deleted items for up to six months. If you delete a contact in error in Clio Manage, you may be able to recover it using the Recovery Bin. This process may only be partially successful. Follow these steps to attempt recovery of a deleted contact:
- Go to Settings > Recovery Bin.
- Click Filter.
- Under Type, select Contact, and then click Search.
- Click Recover.
- Select Ok.