KCS - How do I Search for Matters and Contacts on the Mobile App?

Objective:

  • I need to locate a Matter on the iOS/Android
  • I need to locate a Contact on the iOS/Android
  • How do I use the filter on the iOS/Android

Environment:

  • Clio iOS App
  • Clio Android App

Additional Information:

n/a

Procedure:

How to locate a Matter: 

  1. Log into the App
  2. Click Matters along the bottom of the screen
  3. Press the magnifying glass in the top right of the screen
  4. Enter in Matter number
  5. Press the magnifying glass in the bottom right of the screen

How to locate a Contact: 

  1. Login to the App
  2. Click More
  3. Click Contacts
  4. Press the magnifying glass in the top right of the screen
  5. Enter in Contacts details
  6. Press the magnifying glass in the bottom right of the screen

How to use the filter on the iOS/Android App: 

  1. Log into the App
  2. Select the required Calendar, Matter, Time from along the bottom of the screen, alternatively to view Tasks, Contacts, Documents press More
  3. Click Filters on the top left of the screen
  4. Tick the required information
  5. Press Apply

 

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