Clio’s Full Text Search (FTS) functionality delivers a powerful, yet effortless, search experience--enabling law firms to quickly access to their desired documents, save time and stay focused on their work.
Find the file you're looking for quickly.
Find the right document fast from Clio’s global search bar, by searching for keywords within its title, metadata, or text contents. Search multiple file types including PDF, Doc, Docx, and Msg files. Filter and sort documents by category, author, and date. Benefit from the flexibility of unlimited document storage. Use Clio Launcher to open documents directly from your search results.
Enjoy a seamless search experience than enables your firm to work smart, not hard.
Search, select, edit and update your documents without leaving Clio. Locate the right information in a few clicks with minimal fact recall.
Simplify your firm's document workflows and increase efficiencies.
Automate, organize and manage your firm’s documents from a single platform. Minimize distractions, save time and increase productivity, using Clio’s seamless document management workflow.
Frequently Asked Questions
What is Full Text Search?
Document Full Text Search enables customers to search through document contents as opposed to just titles and authors. In many respects, Clio’s full text search feature works similar to the search feature available on your Windows File Explorer search, or Mac Finder search experience.
How Does it Work?
You can start using the Full Text Search feature for Clio Documents by typing the keyword(s) you want to search in the Global Search Bar available at the top of all Clio pages in your browser.
If matches are found, click on the “Document Content” search category to view the search results, and preview the matching text.
On the “Documents Content” search category page, you can also use the filters to further narrow your search and find the right document.
Is FTS a user level feature, or account wide?
This feature is account wide, and users will be able to search documents for which they have permissions, across the account.
Will FTS be available on Clio’s mobile app?
At present, FTS is not available on Clio mobile app. We will evaluate adding the feature to the mobile app at a later date.
Which document types will be supported by FTS?
FTS supports common text based file types will such as pdf, doc, docx, and msg and a few others.
Which Clio plans will have access to this feature?
Accounts subscribed to the Clio Suite Elite or the Clio Manage Elite plans will have access to full text search.
Will search results respect the user permissions of their documents?
Yes, search users will only see documents in their results that they have permissions to access.
Are there any documents whose contents won’t be searchable?
Password protected and encrypted files won’t be searchable.
Is OCR (recognition of text characters contained in images) supported by FTS? If so, what would that functionality entail?
OCR is not currently supported by FTS, but will be considered for future feature versions if there is sufficient demand.
Does FTS support documents in all languages?
FTS currently supports English language. Searches in/for languages other than english may work in some cases, but might not return desired results.
Will third party integration (such as Dropbox, OneDrive, Google Drive, Netdocs) docs be searchable?
Third party integrations will not be searchable using Clio’s FTS, but many of these products offer their own full text search functionality through their own apps/sites if you still wish to use them--though we hope you will now have enough functionality to give Clio a try!
What is the logic behind how the search results are displayed?
If your search term contains multiple words (e.g. John Doe), FTS will return documents that contain all those words, irrespective of the fact if those words appear together or not in the document content. However, if you enclose the search term within double quotation “” marks (e.g. “John Doe”), FTS will return only the documents where both the words appear together.