KCS - How To Create a Phone Call Record

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 Web App

Additional Information:

  • To add time to a phone call record click here.

Procedure:

  1. 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
  2. Select Add phone log at the top right in Communications or Phone Log in the Global Create Dropdown Menu
  3. Record the details of the call
  4. Click Save phone log 

 

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