In Clio Manage, a phone log is a record of a phone call saved to a matter or contact. Phone logs capture who called whom and support billable or non-billable time. Each call stays on the client record, ready to bill on a generated bill.
Note: All firm users can access phone logs. To restrict access to a phone log, set matter permissions. Matter permissions apply to all matter communications. See Matter Permissions and Rates.
Add phone logs
Phone logs save under Inbox > Logs. You can add a phone log from Inbox or from the Communications tab in a matter or contact. A phone log saved without a matter stays on the contact's record.
Note: In the old Clio experience, Inbox is labelled Communications.
- Go to Inbox.
- Click New, then select Phone log.
- Link the phone log to a matter, a contact, or a firm user.
- Under From and To, enter who made the call and who received it.
- Complete the remaining phone log fields.
- Optional: Add a time entry.
- Optional: Select the firm users who receive a notification when the phone log changes.
- Click Save phone log.
Add time to phone logs
You can add time to a phone log when you create it or at any point afterwards.
- Go to Inbox > Logs. You can also open the Communications tab in a matter or contact, then select Logs.
- Under the All or Phone quick filter, find the phone log.
- Under Recorded time, click Add time. In Inbox, you can also hover over the record and click the clock icon.
- Complete the time entry.
- Click Save entry.
Edit and delete phone logs
Edit a phone log to correct its details, or delete it to remove it from Clio Manage. Delete phone logs one at a time.
- Go to Inbox > Logs. You can also open the Communications tab in a matter or contact, then select Logs.
- Under the All or Phone quick filter, find the phone log.
- Click Edit.
- Make your changes.
- Click Save phone log.
Important: Deleting a phone log is permanent.
- Go to Inbox > Logs. You can also open the Communications tab in a matter or contact, then select Logs.
- Under the All or Phone quick filter, find the phone log.
- Click the arrow next to Edit, then select Delete.
- In the warning prompt, select Delete phone log.
Filter phone logs
Filter phone logs by matter, by contact, by whether they have time entries, by the firm user who created them, or by bill ID for phone logs on a generated bill.
- Go to Inbox > Logs. You can also open the Communications tab in a matter or contact, then select Logs.
- Click the filter icon.
- Select the filter parameters.
- Click Apply filters.
Export and print phone logs
Export phone logs to a CSV file, either with all columns or with only the visible columns. To keep a physical copy of a single phone log, print it instead.
- Go to Inbox > Logs. You can also open the Communications tab in a matter or contact, then select Logs.
- Optional: Click the filter icon, select the filter parameters, then click Apply filters.
- At the bottom of the table, click Export.
- Select whether to export all columns or only visible columns.
- Click Export.
- Go to Inbox > Logs. You can also open the Communications tab in a matter or contact, then select Logs.
- Under the All or Phone quick filter, find the phone log.
- Click the arrow next to Edit, then select Print.
Up next
- Record and Manage Email Logs: Save email correspondence to a matter or contact.
- Text Messaging in Clio Manage: Text clients from your firm's toll-free number.