KCS - How To Perform a Global Search

Objective:

  • Conflict Check / Conflict Search
  • Search Clio

Environment:

  • Clio Web App

Additional Information:

Related Article: How to Export Global Search Results

This will reveal all text results for the following:

  • Matters
  • Contacts
  • Calendar Entries
  • Notes
  • Tasks
  • Activities
  • Documents
  • Communication Logs

Procedure:

  1. Type desired search within main Search Bar
  2. Select Enter on your keyboard

 

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