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 Add Employee button
  3. Select an existing Contact (or add a new Contact by clicking Add A New Person)
  4. Click Save Employee

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality