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KCS - What is the difference between a Client and a Contact?

Objective:

  • To determine the difference between a Client and Contact
  • How do I change a Contact to a Client?

Environment:

  • Clio Web App
  • Contacts

Additional Information:

n/a

Answer:

A Contact is someone added that does not have a Matter associated with them.  A Client has a Matter associated with them. 

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