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Filtering and Searching Communications

As with most other areas of Clio, you can filter and search Communications to see exactly what you are looking for.  

Filtering Logs

From the Communications page, select Logs then click on the "Filter" button.

In the Filter options, you can limit which communications you view by those related to a certain Matter, Contact, those with or without time entries and User.


You can also use the filter by keyword search to filter your communications down by those that contain a search term in the subject or body

Filtering Secure Messages

To filter your Clio Secure Messages, click on the Secure Messages tab of the Communications tab, then click on the "Filter" button.

As with the Logs filter, you can also filter Secure Messages by Matter and by whether you've added time or not. You can also filter for read/unread or by whether the message has been archived.

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