Objective:
- To create a phone call log in Clio that can show time.
- To create a communication log.
- To connect phone calls to Matters or Contacts.
Environment:
- Clio Manage
Additional Information:
- To add time to a phone call record click here.
Procedure:
- Navigate to Communications on the left navigation bar or to the Global Create New Icon at the top located at the top right of Clio
- Select New phone log at the top right in Communications or Phone Log in the Global Create Dropdown Menu
- Record the details of the call
- Click Save phone log