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Creating Contacts

To create a new contact in Clio, you can either use the Create New button:

Or you can use designated buttons on the Contacts page:

Contacts in Clio are either a person or a company. People can also be members of a company.

When creating (or editing) a new contact, you will be presented with a number of fields. The only requirement is a name, but we encourage you to input as much information as you have on the contact. Of course, you can always add or edit the information later.

Primary Email Address: You can enter multiple email addresses for your contact. By default the first address listed will be referred to on reports or on invoices as the contact's primary email address. If you enter more than one address and wish the primary address to be different from the first listed, select Primary Email next to the address you wish to display.
When creating the Contact, you can set an alternate country in the Address information. The country of your firm will automatically be included on the invoice if your Contact's country is listed differently.

Primary Phone Number: In addition to email addresses, you can enter multiple phone numbers for your contact. By default the first number listed will be referred to on reports or on invoices as the contact's primary phone number. If you enter more than one number and wish the Primary Phone Number to be different from the first listed, select Primary Number next to the number you wish to display.

Payment Profile: Select the Payment Profile regarding the payment terms you want applied, and set the optional Client Billing Rates if you need to specify a unique billing rate for the client. 

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