KCS - How Do I Locate a Contact's ID?

Objective:

  • Locate a Company ID
  • Locate a client's Identification number
  • Find client's Clio number

Environment:

  • Clio web app

Additional Information:

n/a

Procedure:

  1. Navigate to the main Contacts tab
  2. Locate the Contact in question and view their Contact card
  3. In the URL (web address), look for the 9-digit string of numbers

 

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