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