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What Can I Search For Using Global Quick Search?

Objective:

  • What does the global quick search through to determine its results?
  • Searching for a Matter or Contact in the quick search.
  • How does the quick search match it's results.
  • Global Quick search is not finding my contact or matter 

Environment:

  • Clio Manage

Additional Information:

  • For more information on using search in Clio Manage, click here and here.

Answer:

The quick search function of the Global Search Bar in Clio Manage will search for Matters and Contacts.

For Matters, it will match results from your search term with the Matter Name, Matter Number and description.

For Contacts, the search will match results from the contact's name.

You can press Enter (or Return) after entering your search for further results and a more thorough search.

 

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