Document Categories

Document categories are groupings used to categorize and sort your documents and templates in Clio Manage. When viewing and filtering documents, you can use document categories to find certain types of documents. Once created, you can begin creating documents from templates and upload document files and folders. Examples of document categories include briefs, communications, contracts, email attachments, letters, motions, orders, reports, statutes, etc.

Create document categories

1. Go to Documents > Categories and templates > Categories.
2. Click New category.
3. Name the category and then click Save.

Edit document categories

1. Go to Documents > Categories and templates > Categories.
2. Click Edit next to a category’s name.
3. Change the category’s name and then click Save.

Delete document categories

1. Go to Documents > Categories and templates > Categories.
2. Click the down arrow next to Edit and select Delete.
3. When prompted to confirm, select Delete.