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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

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
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