San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How To Create New Tags In Clio Grow

Objective:

  • Add a new Tag 

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

From the Settings page:

  1. Click on the Contacts tab
  2. Click New Tag
  3. Type in the tag name
  4. Choose a color for the tag by clicking on the blue square and selecting a color from the palette
  5. Click Create Tag when done

From a Contact or Matter page:

  1. Click Add Tags
  2. Type in the tag name
  3. Choose a color for the tag by clicking on the blue square and selecting a color from the palette
  4. Click Add Tag
  5. Repeat steps 2-4 to add additional tags
  6. Click Done when finished
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality