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How to Add an Employee to a Company in Clio Manage

Objective:

  • Add an employee to a company
  • Employee
  • Related contact
  • How to Add a Contact to a Company

Environment:

  • Clio Manage

Additional Information:

N/A

Procedure:

  1. Go to the Company
  2. Click the Employees subtab
  3. Click the Add button
  4. Select an existing Contact (or add a new Contact by clicking Add A New Person)
  5. Click Save

 

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