KCS - How Do I Search for an Email Address in Clio?

Objective:

  • Locate a Contact by their email

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Type the email address into the Global Search box (in the top-left corner of Clio)
  2. Either click Enter or click Search all categories
  3. Look for results in the Contacts section

 

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