Contact Types in Clio Grow

In Clio Grow, you can label each contact with a contact type that indicates where they are in their journey with your firm. Contact types let you separate the people your firm is still courting from those who signed or went elsewhere, using the four standard types or the types your firm creates. The Contacts page filters by contact type, and Clio Grow reports draw on it, so the labels your firm applies turn into a view of how intake is performing.

Understand contact types

Clio Grow provides four standard contact types, available in every account. Your firm can add its own contact types alongside these. Custom types include Edit and Delete controls in your account settings, so your firm can adjust them as your intake process changes. The four standard types remain fixed, maintaining a common baseline across every Clio Grow account.

• Unassigned
• Intake
• Hired
• Did Not Hire

Understand contact type and client status differences

Contact type

A label your firm sets by hand, using the four standard types or a custom type. It appears in the Contact type field on a contact and in the Contact type column on the Contacts page.

Client status

A grouping Clio Grow works out on its own, based on whether the contact has a matter and what that matter's status is. It appears as the All, Prospects, Clients, and Other contacts quick filters, and as the label beside a contact name.

Create and manage contact types

You can create and manage your custom contact types in your account settings, on the same page as contact tags and contact options.

Add a contact type 

1. In Clio Grow, click Settings > Contacts.
2. In the Contact types section, click New contact type.
3. Enter a name for the type.
4. Click Create Type.

Edit a contact type

1. In Clio Grow, click Settings > Contacts.
2. In the Contact types section, click Edit beside a custom contact type.
3. Change the name.
4. Click Create Type.

Delete a contact type

Deleting a custom contact type releases it from every contact your firm applied it to. Those contacts keep their records.

1. In Clio Grow, click Settings > Contacts.
2. In the Contact types section, click Delete beside a custom contact type.
3. Click OK.

Set a contact's type

You can set a contact's type from three places. The Contacts page is the quickest for working through several contacts in one pass.

From the Contacts page

1. In Clio Grow, click Contacts.
2. Find the contact, then in the Contact type column click the down arrow and select the new type.

From a contact's page

1. In Clio Grow, click Contacts, then click the contact name. You can also find the contact using the search bar.
2. Click Edit contact.
3. Under Basic Details, click the down arrow for the Contact type field and select the new type.
4. Click Save.

From a matter

1. In Clio Grow, click Matters, then click the matter name. You can also find the matter using the search bar or open it from the Pipeline.
2. Scroll to Contacts.
3. Beside Contact Type, select the new type.

Filter and report on contact types

Contact type is available as a filter on the Contacts page, so your firm can pull up every contact at a particular stage of intake. Applying types consistently is what makes that filter worth using, and it is also what makes the intake picture in your reports reliable.

The All, Prospects, Clients, and Other contacts quick filters at the top of the Contacts page work on client status rather than contact type. To narrow by contact type, use the filters instead of the quick filters. Refer to Get Started With Contacts in Clio Grow.

Clio Grow reporting draws on contact type, so keeping types current gives your firm a more accurate picture of intake. Refer to Clio Grow Reports.

Up next

• Get Started With Contacts in Clio Grow: Review the full contact record and the client status quick filters.
• Contact Tags in Clio Grow: Add a second layer of categorization alongside contact type.