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Can I Add a Phone Log Without Adding a New Contact/User First?

Objective:

  • Learn if it's possible to create a new phone log, but not have to add a new client/contact/user first.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes.

  1. Click the Communications tab on the left
  2. Click New phone log on the top right
  3. Fill out Subject and Body
  4. Click Save Phone Log
  5. After adding the contact in Clio, click on 'Edit' on the phone log entry, and link the contact and/or matter.
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