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:

• These steps are specific to adding an employee to an already created Company Contact. 
• How to create a Company

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