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KCS - How Has the Display of Related Contacts Changed in the New Clio Experience?

Objective:

  • What information shows for Related Contacts in old Clio?
  • How can I view a Related Contact's information in new Clio? 

Environment:

  • Clio Web App
  • New Clio Experience
  • Previous Clio

Additional Information:

n/a

Answer:

Previous Clio:

  • Previous Clio displayed Related Contacts in a separate tab in the Matter
  • The Contacts tab in previous Clio listed Description (Relationship), Contact (Name), Phone, and Email

New Clio Experience:

  • New Clio has added a Contacts section to the Dashboard tab which displays Related Contacts under the Client's name 
  • The details displayed for Related Contacts in New Clio are Contact Name and Description (Relationship)
  • Clicking on a Related Contact's name from this section will show their Phone, Email, and Address
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