Navigate Contact's Dashboard

In Clio Manage, you can open a dashboard for each contact that collects contact information, custom fields, billing information, the client's matters, and associated matters in one place. Company contacts also include employees, and contacts include Know Your Client (KYC) check history once your firm enables the KYC field set. The dashboard lets you check matters, billing, and history before you act on the file, and edit details, start a bill, or link a matter without searching for the contact again.

Open contacts dashboard

You can reach a contact dashboard from four places in Clio Manage. In each case, Dashboard is the first subtab for the contact you select.

From the contacts table

1. In Clio Manage, click Contacts.
2. Optional: Click Filters to narrow your contact results.
3. Click the contact name.

From a matter dashboard

1. In Clio Manage, click Matters.
2. Optional: Click Filters to narrow your matter results.
3. Click the matter name.
4. In the Contacts section of the matter dashboard, click the contact name.

From the search bar

1. In Clio Manage, click the search bar in the header.
2. Enter the contact name, then click the relevant search result.

From Recents

1. In Clio Manage, click Recents in the header.
2. Under Contacts, click the contact name.

Understand dashboard sections

Each section on the dashboard reflects information entered when the contact was created or last edited. To change any of it, edit the contact.

Contact information

Holds the phone number, email address, website, and address for the contact. Click the email address to compose an email outside Clio Manage. Click the clipboard icon to copy the address. If your firm enables text messaging and the contact has a number you can text, click Text to start a text conversation.

Custom fields

Holds the contact custom fields added to the record. The dashboard displays the first 12 custom fields in the order they were added.

Billing information

Holds the LEDES client ID, payment profile, autocharge setting, rate table, rates, and default payment method for the contact. If your firm enables Clio Payments, click Manage to add a payment method, request a payment method from the client, or update a stored payment method.

Client's matters

Lists matters where this contact is the client. Click All for every matter or Open for open matters only. Click New matter to add a matter, or click Edit beside a matter name to change it. Click the down arrow beside Edit for Quick bill and Duplicate.

Associated matters

Lists matters where this contact holds a relationship but is not the client, such as a matter a co-counsel contact works on. The newest matters appear first.

Employees

Available on company contacts. Lists the person contacts linked to the company, along with the role recorded for each one. Click Add employee to link another person contact.

KYC check history

Available when your firm enables the Know Your Client (KYC) field set. Holds the KYC check information logged for the contact and for the contact's matters. Click Export to download the card as a CSV file.

Link associated matters to a contact

Link a matter to a contact when the contact holds a relationship to the matter without being the client on it. A linked matter appears in the Associated matters section of the contact dashboard and in the Related contacts section of the matter.

1. In Clio Manage, click Contacts, then click the contact name.
2. In the Associated matters section, click Link matter.
3. Select the matter, then enter the relationship between the contact and the matter.
4. Click Save.

Edit or remove a matter relationship

1. In the Associated matters section, click the pencil icon beside the matter name.
2. Update the relationship, then click Save. To end the link, click Delete, then click Delete relationship.

Up next

• Edit and Delete Contacts: Update the information held in the dashboard sections.
• Add Employees to Company Contacts: Record the people who work at a company contact.