In Clio Manage, you can create person or company contacts, and in Clio Grow, you can create contacts yourself or add contacts to your account using your lead inbox. Contacts contain essential contact information, including custom fields, matters, billing preferences, and employees for company contacts.
Tip: Learn more about converting contacts from Clio Grow to Clio Manage here and importing existing contacts into Clio Manage here.
Create contacts in Clio Manage
In Clio Manage, you can create either a person or company contact. A company contact can contain employees or person contacts. When editing a contact card, you can change a company contact to a person contact, and change a person contact to a company contact. You can create a new contact in two places in Clio Manage—from the main Contacts tab and from the Create new button.
Tip: You can see who created a contact in the Dashboard Firm Feed.
- Go to Contacts and click New person or New company.
- Complete the contact details. Learn more about each section below.
- Click Save contact.
- Click Create new and select Contact.
- Select either Person or Company.
- Complete the contact details. Learn more about each section below.
- Click Save contact.
Understand and complete contact form sections in Clio Manage
When creating a new contact, the contact form contains three sections of information for person contacts and four sections of information for company contacts. See below for key details of each section.
Contact information
This section captures contact-specific information, including the contact’s address, email address, phone number, and website address. You can add multiple details for these fields. The email address and phone number specified as primary will appear on reports and bills as the primary contact information.
Note: Multiple contacts can have the same email address. You can still share resources to the contacts with the same email address via email, but you cannot send these contacts any resources via the client portal or Clio for Co-Counsel.
Custom fields
Custom fields are individualized fields of information relevant to the contact or matter. Learn more about creating custom fields and field sets here. Once created, you can add custom fields to contacts and matters. The custom fields and field sets for the contact will appear in the contact’s dashboard. Follow the steps below to add custom fields to a contact.
- Open the contact and scroll to the Custom fields section.
- Click the Add a Custom Field or Custom Field set box and select a custom field or field set.
- Complete the custom field details.
- Optional: Click the X to remove a custom field or field set.
Employees
You will only see this section if you are creating a new company contact. Once an employee is added to the company’s contact card, the employee will appear in the Employees section of the contact dashboard. You can add more employees right from the dashboard. Follow the steps below to add employees to a contact.
- Open the contact and scroll to the Employees section. You can also go to the contact’s dashboard.
- Click the Add employee and select a person contact.
- Optional: Click the X to remove an employee.
- Click Save contact or Save employee.
Billing preferences
In this section, you can specify a payment profile for bill payments, client hourly rate, and include a LEDES client ID for a client. By default, the client’s matter is billable based on the hourly billing rate specified in your user profile. You can also add a different rate for each matter. Follow the steps below to change billing preferences for a contact.
- Open the contact and scroll to the Billing preferences section.
- Under Payment profile, select a payment profile. Payment profiles are created in settings. Learn more here.
- Optional: Click Add a custom rate to override your personal rate.
- Optional: Add the client’s LEDES client ID if your firm engages in LEDES billing.
- Click Save contact.
Create contacts in Clio Grow
In Clio Grow, you can create both a contact and matter from the Quick Intake button, create only a contact from the main Contacts tab or from a matter's page, or add a lead as a contact from your lead inbox. You can learn more about the contact-specific details in the section below: Clio Grow contact details.
- Click Quick Intake.
- Select whether this is a new person, new company, or an existing contact.
- Enter the contact details. If the contact exists in Clio Grow, you can select the existing contact once it is populated.
- Add matter details.
- Click Create matter.
- Go to Contacts and click Create new contact.
- Select New person, New company, or Convert from Clio Manage.
- Add contact details.
- Click Submit.
- Go to Matters and click a matter.
- Under Contacts, scroll down to the bottom and click +Add a contact.
- Select New person, New company, or Existing contact.
- Add contact details.
- Click Add & Close. You can also click Add to add this contact and another one to the matter.
- Go to Leads.
- Click Add and select either Add Contact or Quick Intake. Use Quick Intake to create both a contact and a matter.
- Add contact details.
- Click Submit.
Understand contact details in Clio Grow
See below for key details of unfamiliar fields in the Clio Grow contact form:
- Contact type
- This is similar to Clio Manage contact types, including person, co-counsel, company, etc. It refers to the type of contact, including client, lawyer, lead, did not hire, etc. You can add, edit, and delete contact types by going to Settings > Contacts.
- Lead source
- This refers to how the prospective client found your firm. Click Add a referral relationship to add an existing contact who may have referred the prospective client. You can add, edit, and delete lead sources by going to Settings > Contacts.
- Tags
- This refers to extra information that you may need for a prospective client. Once added, tags are easily visible when viewing the Contacts overview page. You can add tags for whether a prospective client is low income, high value, a student, part of a specific organization, etc.