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Can I Add or Sync Tags to Contacts in Clio Manage?

Objective:

  • Can I Add Tags to Contacts in Clio Manage as I Can in Clio Grow?
  • Can I sync Tags in Clio Grow with Clio Manage?

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

  •  Custom Fields can be used in place of "tags" in Clio Manage. They can be added to the Contact or Matter and then a filtered search can be used to report on them.
  • Custom Fields
  • Filtering for Custom Fields

Answer:

No, at this time tags can only be used in Clio Grow. 

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

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