KCS - How To Add A Company

Objective:

  • How to add a company to Clio.

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. 

Procedure:

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

 

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