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:

• Description (Standard) 

Calendar Events:

• Summary (Event Name) (Standard and Autocomplete)
• Description (Standard and Autocomplete)
• Location (Standard) 

Communications Logs:

• Subject (Standard) 
• Body (Standard) 

Contacts:

• First Name (Standard and Autocomplete)
• Last Name (Standard and Autocomplete)
• Company Name (Standard and Autocomplete)
• Title (Standard)
• Email Addresses (Standard)
• Phone Numbers (Standard) 
• Websites (Standard) 
• Instant Messengers (Standard) 
• Related Matters (Standard) 
• Text (One-Line) Custom Fields (Standard) 
• Text (Multi-Line) Custom Fields (Standard) 
• URL Custom Fields (Standard) 
• Email Custom Fields (Standard) 

Documents/Folders:

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

Matters:

• Matter Display Name (Standard and Autocomplete)
• Matter Number (Wildcard)
• Description (Standard and Autocomplete)
• Text (One-Line) Custom Fields (Standard) 
• Text (Multi-Line) Custom Fields (Standard) 
• URL Custom Fields (Standard) 
• Email Custom Fields (Standard) 

Notes (Contact and Matter):

• Subject (Standard) 
• Note (Standard) 

Tasks:

• Task Name (Standard) 
• Description (Standard)