Phone Logs

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In Clio Manage, you can store records of phone calls in the main Communications tab and the Communications subtabs for a contact and a matter. You can also add time to phone logs and capture phone conversations as billable or non-billable.

Note: All firm users can access phone logs. If you need to restrict a phone log from other firm users, you can set matter permissions, which will carry over to matter communications.

Add phone log

You can add a new phone log from the main Communications tab, from the matter or contact Communications subtab, or from the global Create new button. If a matter is not selected when adding a new phone log, the phone log will be stored in the contact’s record.

  1. Click Create new and select Phone log. You can also go to Communications, click New, and select Phone log.
  2. Complete the phone log fields. You can link the phone log to a matter, a contact, or another user. Use the From and To fields to record who called whom.
  3. You can also add a time entry now or at a later time and set which users receive notifications if the phone log is updated.
  4. Click Save phone log.

 

Add time

You can add time to a phone log when creating it or when viewing it after it has been created. To add time to an existing phone log:

  1. Go to the main Communications tab or the Communications subtab in the matter or contact.
  2. Select the Logs subtab.
  3. Find the phone log under the All or Phone categories.
  4. Under the Recorded time column, click Add time.
  5. Complete the time entry and click Save entry.

 

Edit phone log

  1. Go to the main Communications tab or the Communications subtab in the matter or contact.
  2. Select the Logs subtab.
  3. Find the phone log under the All or Phone categories.
  4. Click Edit.
  5. Make your changes and click Save phone log.

 

Deletephone log

Communications can only be deleted individually. Deleting in bulk is not a supported action.

Important: This is a permanent and irreversible action.

  1. Go to the main Communications tab or the Communications subtab in the matter or contact.
  2. Select the Logs subtab.
  3. Find the phone log under the All or Phone categories.
  4. Click the down arrow next to Edit and select Delete.
  5. When the warning prompt appears, select Delete phone log.

 

Filter phone logs

When filtering phone logs, you can filter by matter, contact, whether phone logs have time entries or not, the firm user who created the phone log, or by bill ID if the phone log is on a generated bill.

  1. Go to the main Communications tab or the Communications subtab in the matter or contact.
  2. Click Filters.
  3. Select the appropriate parameters and click Apply filters.

 

Export phone logs

When exporting phone logs, you can choose to narrow your results by selecting specific filters (see above on filtering) and you can choose to export all columns or only those columns that are visible in the table. The exported document will be a CSV file.

  1. Go to the main Communications tab or the Communications subtab in the matter or contact.
  2. Optional: Click Filters, select the appropriate parameters, and click Apply filers.
  3. Scroll down to the bottom of the table and click Export.
  4. Select whether you want the export to show all columns or only columns you currently see.
  5. Click Export.

 

Print phone log

If you need a physical copy of a phone log or do not need to do an export of multiple phone logs, you can print individual phone logs.

  1. Go to the main Communications tab or the Communications subtab in the matter or contact.
  2. Select the Logs subtab.
  3. Find the phone log under the All or Phone categories.
  4. Click the down arrow next to Edit and select Print.

 

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