In Clio Manage, you can create contacts (persons or companies) and save their contact information, Know Your Client (KYC) or Know Your Business (KYB) check information, custom fields, billing preferences, and more. If you use Clio Grow, ensure that you enable syncing between Clio Grow and Clio Manage so that contact records always remain up to date regardless of where you add or edit contacts.
Tip: To bring existing contacts into Clio Manage from another system, refer to Get Started With Migration Templates.
Create a contact
You can create a contact from the contacts table or from the header.
From contacts table
- In Clio Manage, click Contacts.
- Click New person or New company.
- Complete the contact form. The section Contact details below provides details about the details you can add to a contact.
- Click Save contact.
From the header
- In Clio Manage, click Create new in the header, then select Contact.
- Select Person or Company.
- Complete the contact form. The section Contact details below provides details about the details you can add to a contact.
- Click Save contact.
Contact details
The following information can be added to contacts.
Contact information
This section captures the physical addresses, email addresses, phone numbers, and website addresses for the contact. If you add multiple email addresses, phone numbers, and website addresses, specify which one is primary.
Note: Multiple contacts can use the same email address, and you can share resources by email with each of them. The client portal, also known as Clio for Clients, and Clio for Co-Counsel require a unique email address for each contact.
KYC/KYB checks
If you enable the KYC or KYB field set for your Clio account, this section stores this type of information for the contact.
Custom fields
This section holds custom information about contacts that your firm collects. Once you create contact custom fields and/or custom field sets, you can select which fields and/or sets to add to a contact and then collect this information for your contact.
- Open the contact and scroll to the Custom fields section.
- Click the Add a Custom Field or Custom Field set box, then select a custom field or field set.
- Expand the new section and complete the fields.
- Optional: Click Remove to take out a custom field or field set along with any data entered in it.
Employees
Available on contacts of the type Company. In this section, you can link person contacts to the company. Refer to Link Contacts and Companies for more information.
Billing preferences
Sets how your firm bills this client, including the payment profile, currency, rate, and LEDES billing details (if enabled).
The section includes the following fields:
- Payment profile: Select a payment profile from the profiles previously created in your account settings.
- Currency: If your firm uses multiple currencies, select the applicable currency from the list of currencies you added to your Clio account.
- Rate table or custom rate: Select a rate table and rate category or click Add a custom rate to add which rate to use for each firm member doing work for this contact.
- LEDES billing: If your firm enabled LEDES billing, select Enable LEDES billing for this client's matters, then select the UTBMS code sets to make available for the client's matters. Add the LEDES client ID and Tax Identifier.
Up next
- Link Contacts and Companies: Record the people who work at a company contact.
- Navigate Contact's Dashboard: Review the contact record you just created.