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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How do I Search for Matters in Clio Connect?

Objective:

  • Find a Matter in Clio Connect

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

You will only be able to search for and access Matters that have been shared with you

Procedure:

  1. Go to Matters
  2. Select the appropriate status (Open, Closed, Pending) or All to search everything
  3. Click the Filter option at the top-right
  4. Enter the appropriate text into the Search field
  5. Click Search
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