2017

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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:

New Clio Experience:

  1. Click Communications
  2. Select Logs
  3. Record the details of the call
  4. Click Save

Previous Clio Experience:

  1. Click Communications
  2. Select Logs
  3. Click Add
  4. From the pop up module set the Type of communication to Phone Call
  5. Record the details of the call
  6. Click Save

 

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