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Are Clio Users Automatically Created as Contacts in Clio?

Objective:

  • Create contacts in Clio
  • Automatically create Contact's
  • Automatically create Firm Users

Environment:

  • Clio Manage

Additional Information:

For more information on how to create contact, click here

Answer:

No, if you wish to have Clio Users or Firm Members to be Contacts, please create them as a Contact in Clio. Clio will not automatically create Contacts. 

 

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