KCS - Why isn't My Client Coming Up in a Search?

Objective:

  • Locate a Client
  • Searching for Clients with Global Search
  • Recover Contact
  • Conflict search
  • Missing Client

Environment:

  • Clio Web App
  • Clio iPhone App
  • Clio iPad App
  • Clio Android App

Additional Information:

Recently created contacts may take some time to be indexed by the search engine—please wait a few minutes and try again.

Answer:

  • Clients whose names include accented characters will not come up if searching with unaccented characters
  • Deleted Clients will not appear in searches but can often be recovered
  • If a Contact's name has been changed, you will see a record of this in the Firm Feed
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