Clio's new search improves the way in which you can find important information and Matter specifics from any page in Clio. The entire information discovery process has been streamlined: from the intuitive presentation of information in fewer clicks to ensuring that Quick Search results are relevant and Global Search is comprehensive.
The quick search bar in the Clio header provides Matter and Contact results related to your search terms. The new and improved search logic is now able to search for matches to keywords saved in your Contact and Matter Custom Fields.
To view more results matching your key terms, press "Enter" to view the global search results page.
In addition to Matter and Contact matches, the global search results page displays results in the following categories:
- Calendar events
- Matter & Contact Notes
- Details of time and expense entries
- Document titles
- Phone & Email Communication Logs [NEW]
The new search results table shows the location in each category where a match was found to your key terms. This allows you to better scan your results to quickly find the entry that you are looking for.