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Is there an Option to Label a Contact as Deceased?

Objective:

  • My Client passed away and I want to reference this on the Contact Card. 

Environment:

  • Clio Manage

Additional Information:

Custom Fields: Creating Contact & Matter Custom Fields & Sets

Answer:

Not at this time. 

As a workaround, you can update the Last Name field to include (Deceased) and create a Contact Custom Field. This way you will have the option to filter clients via this label. 

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