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Posts Tagged: ‘Clio Tricks’

Thursday Tips and Tricks: Clio – Creating a Contact

Creating a contact with Clio When first using Clio, you have the option to add two different types of Contacts: Person Contacts and Company Contacts. Here is how you can manually create a Contact in Clio: Click on the “Contacts” tab in Clio. Depending on whether you want to set up a company or an individual, […]