KCS - Will Calls using Vonage from Related Contacts Link to a Matter?

Objective:

  • Do Calls from Related Contacts link to the Matter\
  • Will Vonage link phone calls with Related Contacts to a Matter?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

If a Related Contact is linked to multiple Matters Vonage will not link the call to any Matter. This is because Vonage does not know which Matter to associate the call information with.

This article here will walk you through creating a Phone Call log in Clio. 

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