Contacts - Clio Manage
The following sections and articles provide instructions for working with your Contacts in Clio Manage.
- When Does a Client Need to Pay an Invoice in Order to Receive Early Payment Discount?
- Can I Apply Early Payment Discount to Only Services and Not Expenses?
- Can I Use the Payment Profile Functionality to Automatically Fully Write-Off Bills for Pro Bono Clients?
- How do I Find the Bill ID Associated With an Accruing Interest Charge
- Can I Bulk Apply a Payment Profile?
- What is a Payment Profile?
- How to Bring Outlook Contacts into Clio Manage
- Is There a Way to Search for Blank Fields in Contacts?
- Can I Change The Default of a Contact From Work To Home?
- Can I Delete a Contact with an Open Matter?
- How To Create a Note That Will Appear on a Contact's Dashboard
- Can I Add A Bill Recipient to a Contact?