Adding Phone Logs in Clio

Phone call logs can be added from the Communications page, and the Communications tab of Matters and Contacts. However, the easiest way is to use the Create New button.

To add a phone log:

  1. Click the Create New button at the top-right of the screen
  2. Click Phone log
  3. Fill in the details of the call (importantly, the Matter) and click Save phone log

 

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