Clio Grow Contacts Overview

Have more questions? Submit a request

In Clio, contacts are general or personal contacts, potential clients or leads, clients, companies, opposition counsel, etc. When you add a matter to a contact, the contact becomes a client for whom you keep track of important case information. You can view contacts by viewing an individual contact card, but you can also view all contacts and data in the main Contacts page in both Clio Grow and Clio Manage.

Tip: Learn more about contact types here.

View all contacts in overview page

Since Clio Grow is a client intake tool used to track prospective clients, contacts in Grow can be in one of four states—lead, clients, did not hire, or unassigned. Leads are prospective clients. Clients are cases that your firm has decided to take on. Did not hire refers to prospective clients whose matters you will not take on. Unassigned refers to an unassigned state. You can view contacts by status once they have been created in the main Contacts page:

  1. Go to Contacts.
  2. Select View all, Leads, Clients, Did Not Hire, or Unassigned.
  3. Optional: Click Apply filters to sort contacts by specific parameters.

 

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:

  1. Go to Contacts.
  2. Find your contact and click the contact’s name.
Tip: You can also search for your contact in the search bar.

The contact card page shows contact-specific information such as contact details, the contact’s matters, 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 here.
Notes
This section shows notes for this matter. Learn more about adding, editing, and deleting notes in Clio Grow in the section below: Contact notes.
Emails
This section shows emails composed to the contact. Learn more about sending emails in Clio Grow here.

 

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

Add custom fields Remove custom fields
  1. Go to Contacts.
  2. Find your contact and click the contact's name.
  3. Under the Custom fields section, click Add field.
  4. In the dropdown, select a custom field and then complete the required details for the custom field.
  5. Click Add to add the custom field and continue adding additional custom fields. Click Add & Close to add this one custom field only.

 

Understand and opt-in to Grow and Manage shared contacts

Shared contacts is a feature that allows you to sync 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 sync and be the same in the other application, allowing you to save time when creating contacts, perform conflict checks more efficiently, prevent duplicate contacts, and ensure consistent and accurate contact information across Clio Grow and Clio Manage.

Your firm account's primary subscriber can 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.

Note: At this time, only basic contact information will be the same across Clio Grow and Clio Manage. This includes the contact's name, email address, phone number, and address. 

Important: Once you are opted-in, you cannot revert back to separate contact databases. Check your contacts before opting-in to ensure that you do not lose any basic contact information.

  1. In Clio Grow, connect your Clio Grow and Clio Manage accounts. Learn more here.
  2. Go to Contacts.
  3. In the banner at the top, click Opt-in.

 

Manage contact notes

In Clio Grow you can add, edit, and delete notes.

AddEditDelete
  1. Go to Contacts and click a contact’s name.
  2. Select Notes.
  3. Enter the note details and click Add note.

 

Need more help?

Was this article helpful?
0 out of 0 found this helpful