Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

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. Click on Create New
  2. Select Phone log
  3. Record the details of the call
  4. Click Save phone log 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality