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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Can I Search For A Document In Clio Connect?

Objective:

  • Filter/Search For Documents In Clio Connect
  • Is There A Filter Bar For Documents In Clio Connect

Environment:

  • Clio Connect

Additional Information:

While this feature is not available within Clio there is a workaround on both PC and Mac.

PC

- Hit Ctrl & F at the same time to create a search bar to search for Documents page by page

Mac

- Hit Command & F at the same time to create a search bar to search for Documents page by page

If you would like add your vote to this feature request, please contact our Support Line at 1-888-858-2546 ext. 2. 

Answer:

Not at this time.

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