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KCS - Can I Separate my Contacts from another Firm Users?

Objective:

  • To determine if each Firm User can have their own Contacts separate from the Firms. 

Environment:

  • Clio Web App

Additional Information:

It is suggested that only one Firm member does a Contact sync for everyone as there is not a personal partition for Contacts. 

Answer:

No, not at this time.  Contacts are Firm wide. 

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