Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How to See When a Contact Was Created

Objective:

  • To ascertain the creation date of one or more Contacts

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click on Contacts in the black bar
  2. Click Export
  3. Choose CSV from the Output format dropdown
  4. Click Create Export
  5. Click Download
  6. Open the file in Excel and locate column CW entitled CreatedAt

Alternatively, if you are just looking for recently created contacts:

 

  1. Go to the Dashboard
  2. Click Firm Feed
  3. Select the Filter button
  4. Click Person
  5. Scroll down through the list to see when a contact was created and who did it. ie "Mary Smith created a person John Smtih" 
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