How to Search For a Document in Clio


  • Searching for specific Documents in Clio 
  • To find a Document moved by mistake
  • To find a Folder moved by mistake
  • Can't remember where a Document was moved to
  • Can't remember where a Folder was moved to
  • Can't find a sub-folder


  • Clio Manage

Additional Information:


Using Document Filters:

  1. Select Documents 
  2. Select Filter 
    • Optional: Click Show trashed files to include everything
  3. Select Subfolders in the Show All Folders field 
  4. Enter the name of the Document in the Search Field 
  5. Select Search

Using Global Search:

  1. Use Global Search (Search Bar in the upper left)
  2. Input exact Document or Folder name
  3. Press Enter
  4. Within results, click Documents Category
  5. You should see the Document or Folder with the attached Matter
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