This article may be out of date!
Visit the New Knowledge Center

How do I Make a Contact a Client?

Objective:

  • Converting a Contact into a Client 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

  • A Contact becomes a client that moment you associate a Matter to the Contact. For more information on creating a Matter click here
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