In Clio Manage, text snippets are abbreviations that expand into commonly used phrases when you type them into a text field. Snippets speed up repetitive entries such as time entry descriptions, notes, and communications. Consistent phrasing also keeps your records uniform from one entry to the next.
Understand where text snippets work
Text snippets expand in the following fields across Clio Manage. Each snippet belongs to the user who created it.
- Matters: Matter description field, Relationship field (in the Related contacts section), and any text type custom fields when you create or edit a matter.
- Contacts: Text type custom contact fields when creating a new contact or editing an existing contact.
- Transactions: Description field when you create or edit transactions.
- Notes: Subject and Note fields when creating or editing a contact note or creating or editing a matter note.
- Tasks: Name and Description fields when creating or editing tasks.
- Expense entries: Description field when creating or editing expense entries.
- Time entries: Description field when creating or editing time entries.
- Bill payments: Description field when recording a payment.
- Calendar entries: Title, Location, and Description fields when creating or editing calendar events.
- Communications: The title or subject field and the body or message field in all communication types: phone logs, email logs, secure messages, text messages, internal messages, email created in Clio Manage, and Clio for Clients messages.
Note: Each user configures their own text snippets. Text snippets are case sensitive and hold up to 255 characters.
Add, edit, or delete text snippets
Manage your text snippets from Text Snippets in Manage settings. If your account uses the old Clio experience, go to Settings > Text Snippets instead.
- Go to the user menu (your avatar, top right) > Manage settings > Text Snippets.
- Click Add.
- Enter the abbreviation under Snippet.
- Enter the full expanded phrase under Phrase.
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Optional: Select the Whole word checkbox.
- With Whole word selected, the phrase fills in after you type the abbreviation and press the Space bar.
- With Whole word cleared, the abbreviation expands into the full phrase as soon as you type it.
- Click Save.
- Go to the user menu (your avatar, top right) > Manage settings > Text Snippets.
- Optional: Click Filter to narrow your results.
- Click Edit below a text snippet.
- Make your changes.
- Click Save.
- Go to the user menu (your avatar, top right) > Manage settings > Text Snippets.
- Optional: Click Filter to narrow your results.
- Click Delete below a text snippet.
- Click Delete to confirm.
Up next
Time Entries: Record and manage the time you spend on matters.