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Why Am I Seeing the Contact's Email When Creating a Matter?

Objective:

  • Why am I seeing the contacts email attached to their name?
  • I'm creating a Matter and when I select a Client, it's also showing me their email. Why?
  • Will the Contact's email be on the invoices?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When creating a Matter to sharing something, Clio will show you the email of the Contact. This is a way for you to verify that you are selecting the correct Contact in case you have multiple with the same name.

This name will not appear as "Jane Doe (janedoe@gmail.com)" on the invoice. It only appears as such when searching for the Contact.

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