KCS - Is There a Way to Merge Contacts?

Objective:

  • To merge unique information/data for Contacts/clients that are for the same person
  • To merge unique information/data for Matters/cases/files that relate to the same issue
  • To consolidate multiple Contacts or multiple Matters into one location
  • Merge duplicate contacts
  • Delete repetitive contact in Clio
  • Merging duplicate clients
  • Combine Clients

Environment:

  • Clio Web App
  • Contacts

Additional Information:

  • This does not apply to true identical/duplicate Contacts that contain exactly the same information in both Contacts. To delete true identical/duplicate Contacts click here.
  • Bills and any associated Payments are linked at the Matter level; changing the Client on a Matter will link those items to the new Client

Answer:

There is no option to merge individual Contacts  together. In order to consolidate this information follow the steps listed below: 

  1. Click on Contacts 
  2. Find the Contact that has less associated information and click Edit
  3. Change the Last Name of the Contact by adding a "2" 
  4. Click Update Person
  5. Go into this Contact Card and move over Matters by clicking Edit on any Matters in the Matter sub-tab
  6. In the Find Client field of the Matter select the secondary Contact that does not have a "2"
  7. Click Update Matter
  8. Go into any remaining tabs of the Contact and link the information to the other Contact (i.e. Matters, Related Matters, Transactions, Notes, Documents, Communications, Clio Connect)
  9. From the Contact Card or main Contacts page Delete the Contact
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