Perform global search
With Clio Manage's global search, you have the ability to search using granular filters and tags. To help you navigate your search, a preview panel is now available to quickly find what you’re looking for across your matters, contacts, notes, tasks, events, activities, communications and documents.
In Clio Manage, the search bar persists in the app header where you can search across your matters, contacts, documents, notes, tasks, communications, activities, and events.
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Click the search bar header.
Tip: When the search field is empty, search shows your recent matters, contacts, documents, etc. allowing you to quickly return to what you were last working on. - Optional: Toggle the quick filters (Matters, Contacts, Notes, etc.) on or off to choose which record types to search.
- Type your search term in the search bar.
- As you type, your list of results updates.
- Hover over a result, or use the up and down arrow keys to focus a result.
- A preview panel with more details about the result appears in a panel on the right.
- Click a result, or press Enter/Return when the result is in focus to open it.
You can also access a full search experience after you type a phrase and when the option to Search all sources appears. Click this this option or use the shortcut keys ⌘ + Enter (Mac) or Ctrl + Enter (Windows) to open the full search experience.
In the full search experience you can
- retype search terms,
- view your results in List or Table view,
- select different record types from the left panel, and
- depending on the type of record you are searching, use the additional filters at to narrow your results (e.g. selecting specific contacts or matters, choosing a date, etc.
Click a result, or press Enter/Return when the result is in focus to open it.
- Type data for a matter or contact in the search field in the Clio Grow header.
- You can search for names, email addresses, phone numbers, notes, addresses, and custom fields.
- Clio Grow will display up to 20 results. Scroll through the results and select the resource you are searching for.
Filter by keywords
You can filter search results by keyword when viewing the following tabs in Clio Manage: Tasks, Matters, Contacts, Activities, Billing, Documents, and Communications.
- Go to one of the tabs listed above.
- Type text into the search field.
- Press Enter/Return on your keyboard.
Conflict of interest checks
You can initiate a conflict check from your global search. Learn more about Conflict Checks in Clio Manage and Clio Grow.