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Tool 028

Participant-to-Contact Linker

Match filed communication participants or typed details to existing contacts, then review a proposed matter relationship.

What it does today

Filed communication participants or typed name/email search, ranked explicit matches and reviewed existing-contact matter link. No contact creation/editing or external mailbox scan.

How to use

  1. In Clio, open Matterevo and choose Participant-to-Contact Linker from the Tool Library. Use the search box or the Communications family filter to find it.
  2. Choose the records or sources to compare.
  3. Inspect the evidence and differences side by side. Each finding links to its source record.
  4. Decide what to do. This review does not change Clio on its own.

Before you rely on it

Match email participants or typed names to existing contacts and create missing matter relationships. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.