Clio Manage Contacts Overview

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In Clio, contacts are general or personal contacts, potential clients or leads, clients, companies, co-counsel, 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.

Overview page

In Clio Manage, contacts are separated into three states—all, people, or companies. You can view your contacts in the main Contacts page once they have been created or imported:

  1. Go to Contacts
  2. Select All, People, or Companies to view by contact type.
  3. Optional: Click Columns to view specific columns. You can also drag and rearrange columns and click each column to sort ascending or descending parameters.
  4. Optional: Click Filters to sort by filters. Learn more about filters and exporting here.
  5. Optional: Scroll to the bottom of the page and click Expand rows to view full column descriptions.
Tip: Click Recents in the Clio Manage header to view a list of contacts that you recently viewed.

 

Contact card page

When you go into a contact card page for a single contact, you can view all contact-specific data and information in one place. To access a contact card:

  1. Go to Contacts
  2. Find your matter and click the matter’s name.
Tip: You can also search for your matter in the search bar in the Clio Manage header.
Dashboard
The contact’s dashboard provides an overview of contact details such as contact information, the client’s matters, associated matters, custom fields, and billing information.
Contact information:
This section shows key contact identifying information such as phone number, address, email address, and date of birth.
Client’s matters:
This section shows the client’s matters or cases. You can edit matters from here and add new ones.
Associated matters:
This section shows matters that the contact has a relationship with that are not legal cases of that contact. For example, you could add matters in this section that a co-counsel contact is working on.
Custom Fields:
This section shows the custom fields you added when creating or editing the contact.
Billing information:
This section shows billing information you added when creating or editing the contact.
Communications
This subtab shows communications for this contact, including phone logs, email logs, text messages, internal firm messages, and messages shared with clients through the client portal. Learn more about Communications here.
Notes
This subtab shows notes for this contact. Learn more about adding, editing, and deleting notes in the section below: Contact notes.
Documents
This subtab shows documents for this contact, including document integrations with third-party drives such as Google Drive. Learn more about Documents here.
Bills
This subtab shows bills for this contact. Learn more about Billing here.
Transactions
This subtab shows transactions for this contact, including payments, funds that were transferred, and trust request transactions. Learn more about payments in this article and trust requests in this article.
Clio for Co-Counsel
This subtab shows resources shared with co-counsel on this client’s matters. Learn more about Clio for Co-Counsel here.


Contact notes

In Clio Manage you can add, edit, and delete notes. You can also add time to notes and export and print notes.

Tip: You can search for notes using content in the body or title of a note in the Clio Manage search bar.

Add Edit Delete Export Print
  1. Go to Contacts and click a contact’s name. You can also search for the contact in the search box.
  2. Click Notes.
  3. Click New note.
  4. Enter the note details and click Save note.

 

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