KCS - How To Add A Contact

Objective:

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

Environment:

  • Clio Web App
  • 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 

Procedure:

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