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Can I Bulk Add A Client Tag To Contacts In Clio Grow?

Objective:

  • Bulk add Client Tag to Contacts

Environment:

  • Clio Grow

Additional Information:

  • You can import the contacts from a CSV and have the Type column as Client for all of them. However, this is not a feasible option if you already have these contacts in Clio Grow that already have Matters associated to them.

Answer:

No, not at this time.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 

 

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