In Clio Grow, you can create contact tags in your account settings and apply them to contacts, so you can group matters with similar qualities. Tags let you mark circumstances that matter during intake, such as a witness, a referral partner, or a client needing payment flexibility. Tagged contacts are available in the Contacts page filters, and tags are shared with Clio Manage, so the same label works across both products.
Understand contact tags
A tag carries a name and a color, and one tag applies 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.
Note: If your firm uses both Clio Grow and Clio Manage, tags are shared between them. Adding, editing, or deleting a tag in Clio Grow syncs the change to Clio Manage, and the same applies in the other direction. Refer to Contact Tags.
Important: You can create up to 3,000 contact tags in your Clio account.
Shorter tag names and a smaller overall set make tags more useful because a long list is harder to apply consistently and to filter later.
Create and manage contact tags
Tags live in your account settings, on the same page as contact types and contact options.
Create a tag
- In Clio Grow, click Settings > Contacts.
- In the Tags section, click New tag.
- Enter a name for the tag, then click the color square to choose a color.
- Click Create Tag.
Edit a tag
Changing a tag name or color updates it on every contact where your firm applied it, in both products.
- In Clio Grow, click Settings > Contacts.
- In the Tags section, click Edit beside a tag.
- Change the name, the color, or both.
- Click Update Tag.
Delete a tag
Deleting a tag releases it from every contact where your firm applied it. Those contacts keep their records.
- In Clio Grow, click Settings > Contacts.
- In the Tags section, click Delete beside a tag.
- Click OK.
Apply and remove contact tags
Tags are applied directly to the contact, using the tags your firm has already created.
Apply a tag to a contact
- In Clio Grow, click Contacts, then click the contact name.
- Beside Contact details, click Edit contact.
- Under Tags, type to search for a tag, then select it.
- Click Save.
Remove a tag from a contact
Removing a tag from a contact keeps the tag available in your account for other contacts.
- In Clio Grow, click Contacts, then click the contact name.
- Beside Contact details, click Edit contact.
- Under Tags, click the X beside the tag you want to remove.
- Click Save.
Up next
- Contact Types in Clio Grow: Track where a contact sits in intake, alongside the tags you apply.
- Contact Tags: Manage the same shared tags from Clio Manage.