In Clio, tags help you categorise, organise, and group contacts and/or matters, making it easier to find and differentiate between them. For example, a "Family Physician" tag can indicate a contact's profession, while a ""Litigation" tag can help you organise and filter your matters by case type.
Once created, tags are available visible across both contacts and matters and are visible in your contact and matter dashboards. You can also filter by tags to help you quickly view a particular subset of your contacts or matters.
Create, edit, and delete tags
Tags can help you identify and search for contacts and/or matters more efficiently. You can create, edit, and delete tags from the main Contacts or Matters pages or while creating or editing a contact or matter.
Note: Administrators can create and manage contact tags. Once created, any user can apply tags to contacts.
- Go to Contacts or Matters.
- In the upper right corner, click Manage tags.
- Under Create new tag, click the colour dot to open the colour picker, then select a colour.
- Enter a name for your new tag.
- Click Create tag.
- Click Done to close the Tag settings modal.
You can also create a new tag while you are creating a new contact, editing an existing contact, creating a new matter, or editing an existing matter
- Create a new contact/matter or edit an existing contact/matter.
- For the contact form, scroll to the Tags section. For the matter form, scroll to the Matter details section.
- Click Manage tags.
- Under Create new tag, click the current colour to open the colour picker, then select a colour.
- Enter a name for your new tag.
- Click Create tag.
- Click Done to close the Tag settings modal.
Note: Editing a tag's colour and/or name will also change the colour and/or name on any contacts and matters where the tag is applied.
- Go to Contacts or Matters.
- In the upper right corner, click Manage tags.
- Under Manage existing tags, click the pencil icon next to a tag.
- Select a new color and/or enter a new name.
- Click Save.
- Click Done to close the Tag settings modal.
You can also edit a tag while you are creating a new contact/matter or editing an existing contact/matter. While creating a new contact or editing an existing contact, scroll to the Tags section, or while creating a new matter or editing an existing matter, scroll to the Matter details section. Click Manage tags. Under Manage existing tags, click the pencil icon next to a tag to edit it.
Note: Deleting a tag will remove it from any contacts and matters where the tag is applied.
- Go to Contacts or Matters.
- In the upper right corner, click Manage tags.
- Under Manage existing tags, click the trash can icon next to a tag.
- Click Confirm to delete the tag.
- Click Done to close the Tag settings modal.
Apply or remove tags to contacts and/or matters
After creating tags, you can apply them to contacts and matters or remove them as needed. Tags applied to Contacts or Matters will appear in the main Contacts or Matters pages (while viewing these tables) and in a contact's or matter’s Dashboards.
Note: Removing a tag from a contact or matter will not delete the tag.
- Create/edit a contact/matter.
- Scroll to the Tags section (while creating/editing a contact) or to the Matter details section (while creating/editing a matter).
- Under Tags, search for a tag and select it to add it.
- You can apply up to 50 tags to a single contact.
- Click Save contact or Save matter.
- Create/edit a contact/matter.
- Scroll to the Tags section (while creating/editing a contact) or to the Matter details section (while creating/editing a matter).
- Click the X next to the tag you want to remove.
- Click Save contact or Save matter.