How To Add A Company or A Client

Objective:

  • Add a Company
  • Add a Client
  • Add a Contact

Environment:

  • Clio Web App
  • Contacts

Additional Information:

The Company's name is the only required field. If this field isn't filled in then you will get an error when attempting to save the Company. 

The Client's First name and Surname are the only required field. If this field isn't filled in then you will get an error when attempting to save the Client.

For further information, please see the following:

  How To Use the "Create New" Button

Procedure:

Company:

  1. Click Contacts
  2. Click New Company
  3. Enter the Company's Name
  4. Click Save New Company 

 Client:

  1. Click Contacts
  2. Click New Person
  3. Enter the Client's name
  4. Click Save New  

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