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