San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Create a Contact in Clio Manage

Objective:

  • Add a person
  • Add a new Client
  • Create new Contact
  • Create contact
  • How to add a Contact
  • How to add a Person 
  • Creating a Contact

Environment:

  • Clio Manage
  • Contacts 

Additional Information:

The first and last name fields are required fields and must be filled in. Otherwise, you will not be able to create the Contact in Clio.

Option 1:

  1. Click Contacts
  2. Click New Person 
  3. Enter First and Last Names
  4. Click Save New Person 

Option 2:

  1. Click Create new dropdown found in the top right corner of Clio Manage
  2. Select Contact from dropdown
  3. Enter First and Last Names
  4. Click Save Contact
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