KCS - What Can I Find With Clio's Global Search?

Objective:

  • What fields can I look for in the search bar?
  • How does Search work in Clio?
  • Searching Clio

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

The following fields can be found when searching Clio:

Activities:

Calendar Events:

Communications Logs:

Contacts:

Documents/Folders:

  • Name (Standard and Autocomplete)
    • Note that Document/Folder Name treats underscores as spaces for the purpose of searching
  • Number (Wildcard)

Matters:

Notes (Contact and Matter):

Tasks:

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