How to Add a Person to a Company Contact in Clio Grow

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

1. Go to the desired company contact’s page
2. Click Add person in the associated person's section
3. Choose to Create a New Contact or Add an Existing Contact
4. Fill in the necessary fields
5. Click Add & Close or click Add to add the contact and then add another