KCS - What Information Does the Contact Information Report Show?

Objective:

  • Learn what information the Contact Information report shows
  • Learn what the Contact Information report is used for

Environment:

  • Clio Web App

Additional Information:

For more information on generating the Contact Information, click here

Answer:

Clio's Contact Information Report is designed to give firms a quick breakdown of which clients are attached to which matters including:

  • Basic contact information such as:
    • Primary phone number
    • Primary email address
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