Chris Hadfield, Keynote Speaker - Clio Cloud Conference New Orleans - Sept. 25, 2017
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Clio's Global Search

Clio offers site-wide searching capability using the Global Search bar in the top-right of the screen. This field searches many of the text-editable fields within Clio, and produces a mini-report detailing all of the locations where the search term has been identified.   

Here is a list of the fields that the Global Search searches throughout Clio: 

Contacts (Companies)
  • Name
  • Email
  • Address
  • Phone Number
  • Instant Messenger
Contacts (People)
  • First Name
  • Last name
  • Title
  • Address
  • Phone Number
  • Instant Messenger

Matters

  • Number
  • Description
  • Display number
Tasks
  • Name
  • Description
Contact Notes
  • Subject
  • Note

Matter Notes

  • Subject
  • Note

Calendar Entries

(User appointments listed in personal Calendar or where user is listed as an attendee of the event)

  • Summary
  • Description
  • Location

Time Entries

  • Note
Expense Entries
  • Note