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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
  • What does the search find without full text search?
  • What Metadata can be searched within Clio?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

The following fields can be found when searching Clio:

Activities:

Calendar Events:

Communications Logs:

Contacts:

Documents/Folders:

Matters:

Notes (Contact and Matter):

Tasks:

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