In Clio Manage, you can create contact tags and apply them to contacts so that your firm can group records together and keep them easy to find. Tags let you categorise contacts by profession, circumstance, or any other category your firm tracks, such as a family physician or a witness. Tagged contacts are available as a filter in the contacts table, which narrows a long list to the subset you need.
Understand contact tags
A tag includes a name and a colour, and the same tag can apply to as many contacts as your firm needs. Administrators create and manage the tags available in your account, and any user applies an existing tag to a contact. You can apply up to 50 tags to a single contact.
Important: You can create up to 3,000 contact tags in your Clio account.
Note: If your firm uses both Clio Manage and Clio Grow, tags are shared between them. Adding, editing, or deleting a tag in Clio Manage syncs the change to Clio Grow, and the same applies in the other direction. Refer to Contact Tags in Clio Grow.
Create and manage contact tags
Create a tag from the contacts table
- In Clio Manage, click Contacts.
- In the upper right corner, click Manage tags.
- Under Create new tag, click the colour to open the colour picker, then select a colour.
- Enter a name for the tag.
- Click Create tag.
- Click Done to close the Tag settings modal.
Create a tag while you work on a contact
- In Clio Manage, create a contact or edit an existing contact.
- Scroll to the Tags section.
- Click Manage tags.
- Under Create new tag, click the colour to open the colour picker, then select a colour.
- Enter a name for the tag.
- Click Create tag.
- Click Done to close the Tag settings modal.
Edit a tag
Changing a tag name or colour updates the tag on every contact and matter where your firm applies it.
- In Clio Manage, click Contacts.
- In the upper right corner, click Manage tags.
- Under Manage existing tags, click the pencil icon beside a tag.
- Select a new colour, enter a new name, or both.
- Click Save.
- Click Done to close the Tag settings modal.
Delete a tag
Deleting a tag releases it from every contact and matter where your firm applies it.
- In Clio Manage, click Contacts.
- In the upper right corner, click Manage tags.
- Under Manage existing tags, click the trash can icon beside a tag.
- Click Confirm.
- Click Done to close the Tag settings modal.
Apply and remove contact tags
Tags applied to a contact are held in the contacts table and on the contact dashboard.
- In Clio Manage, create a contact or edit an existing contact.
- Scroll to the Tags section.
- Under Tags, search for a tag, then select it.
- Click Save contact.
Removing a tag from a contact keeps the tag available in your account for other contacts.
- In Clio Manage, edit the contact.
- Scroll to the Tags section.
- Click the X beside the tag you want to remove.
- Click Save contact.
Up next
- Filter and Export Contacts: Use a tag to narrow the contacts table.
- Contact Tags in Clio Grow: Manage the same tags from Clio Grow, where they sync automatically.