KCS - What Standard Fields Are Available For Contacts?

Objective:

  • Contact Fields
  • Adding Contact Information

Environment:

  • Clio Web App

Additional Information:

Any fields that are not available as standard can be added as Custom Fields (Custom Fields: Creating Contact & Matter Custom Fields & Sets)

Answer:

Person Contacts

  • Prefix
  • First name
  • Last name
  • Company 
  • Title
  • Email*
    • Work
    • Home
    • Other
  • Phone Number*
    • Work
    • Home
    • Mobile
    • Fax
    • Pager
    • Skype
    • Other
  • Website* 
    • Work
    • Personal
    • Twitter
    • Facebook
    • LinkedIin
    • Instant Messenger
    • Other
  • Address*
    • Work
    • Home
    • Billing
    • Other
  • LEDES Client ID
  • Payment Profile
  • Billing Rate

*Can include multiple

Company Contacts

  • Name
  • Title
  • Email*
    • Work
    • Home
    • Other
  • Phone Number*
    • Work
    • Home
    • Mobile
    • Fax
    • Pager
    • Skype
    • Other
  • Website* 
    • Work
    • Personal
    • Other
  • Instant Messenger*
    • Work
    • Personal
    • Other
  • Address*
    • Work
    • Home
    • Billing
    • Other
  • LEDES Client ID
  • Payment Profile
  • Billing Rate

*Can include multiple

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