In Clio Manage and Clio Grow, tags help you categorize, organize, and group contacts, making it easier to find and differentiate between them. Once created and added to contacts, tags are visible across various contact views, allowing you to quickly access key information.
Create, edit, and delete tags in Clio Manage
Contact tags in Clio Manage can help you identify and search for contacts more efficiently. For example, a "Family Physician" tag can indicate a contact's profession, while a "Pays on time" tag can help track reliable clients. You can create, edit, and delete tags from the main Contacts table or directly in the contact form.
Note: Only administrators can create and manage contact tags. Once created, any user can apply tags to contacts.
Create tags
- Go to Contacts.
- In the upper right corner, click Manage contact tags.
- Under Create new tag, click the colour wheel to select a colour for the tag and then enter a name.
- Click Create tag.
- Create a new contact or edit an existing contact.
- In the Contact information section, scroll down to Tags.
- Click Manage contact tags.
- Under Create new tag, click the colour wheel to select a colour for the tag and then enter a name.
- Click Create tag.
Edit tags
Note: Editing a tag's colour and/or name will also change the colour and/or name on any contacts where the tag is applied.
- Go to Contacts.
- In the upper right corner, click Manage contact tags.
- Under Manage existing tags, click the pencil icon next to a tag.
- Click the colour wheel to select a colour for the tag and then enter a name.
- Click Save.
- Create a new contact or edit an existing contact.
- In the Contact information section, scroll down to Tags.
- Click Manage contact tags.
- Under Manage existing tags, click the pencil icon next to a tag.
- Click the colour wheel to select a colour for the tag and then enter a name.
- Click Save.
Delete tags
Note: Deleting a tag will remove it from any contacts where the tag is applied.
- Go to Contacts.
- In the upper right corner, click Manage contact tags.
- Under Manage existing tags, click the trash can icon next to a tag.
- Click Confirm to delete the tag.
- Create a new contact or edit an existing contact.
- In the Contact information section, scroll down to Tags.
- Click Manage contact tags.
- Under Manage existing tags, click the trash can icon next to a tag.
- Click Confirm to delete the tag.
Apply or remove contact tags in Clio Manage
After creating contact tags in Clio Manage, you can apply them to contacts or remove them as needed. Tags appear in the main Contacts table, the contact’s Dashboard under contact information and the matter’s Dashboard for related contacts.
Note: Removing a tag will only remove the tag from the contact. The action will not delete the tag.
- Create a new contact or edit an existing contact.
- In the Contact information section, scroll down to Tags.
- Under Contact tags, search for a tag.
- If you are an administrator, you can create a new tag by clicking New contact tag.
- Click Save contact.
- Create a new contact or edit an existing contact.
- In the Contact information section, scroll down to Tags.
- Under Contact tags, click the X icon next to a tag to remove it.
- Click Save contact.
Create, edit, and delete tags in Clio Grow
Tags in Clio Grow help you categorize and locate contacts. For example, a "Witness" tag can help you identify key individuals, or a "Low income" tag to mark clients needing special payment considerations. You can create tags from the Settings page or directly from a contact.
Create tags
- Go to Settings > Contacts > Tags.
- Click New Tag.
- Name the tag and click the blue square to change the tag’s colour.
- Click Create Tag.
Edit tags
- Go to Settings > Contacts > Tags.
- Click Edit.
- Change the colour and/or name.
- Click Update Tag.
Delete tags
- Go to Settings > Contacts > Tags.
- Click Delete.
- Select OK.
Apply or remove contact tags in Clio Grow
After creating tags in Clio Grow, you can apply tags to your contacts or remove existing tags from contacts. Tags are visible in the Contacts overview and individual contacts pages..
- Go to Contacts and select your contact. You can also use the search bar to find a contact.
- Under Contact Details, find the line called Tags.
- Click Edit Tags.
- Search for the pre-created tags.
- Click Done.
Note: Removing a tag will remove it from the contact and will not delete the tag itself.
- Go to Contacts and select your contact. You can also use the search bar to find a contact.
- Under Contact Details, find the line called Tags.
- Click Edit Tags.
- Click the X next to the tag’s name.
- Click Done.