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iOS App: Contacts

Contents

Viewing Contacts
Filtering Contacts
Editing Contacts

You can access your Clio Contacts by selecting the Contacts sub-tab on the Home screen:

Filtering Contacts

You can filter Contacts using the 'Filter contacts' option in the upper-right of 'All contacts'. You can filter by Contact type (All, People, or Companies) and Client status (whether the Contact has a Matter associated with them). 

Viewing Contacts

You have the ability to view Contact information in the Clio Mobile App by clicking on the Contact:

Clicking on any of the hyperlinked information (indicated with blue text) will allow you to interact with those options. For example, place a call to the number from your mobile device. 

Editing Contacts

You can edit a Contact by selecting the Edit option in the upper-right corner of the Contact page. 

General details, address, and contact details are editable within this page:

 
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