Global Search

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Perform a global search

With Clio's global search bar, you can use a keyword search to find data contained within your firm's contacts and matters. You can also search for information that may not necessarily be related to a contact or matter record.

Search for contact or matter Search for other data
  1. Type any part of the matter or contact in the search field in the Clio Manage header.
  2. Press Enter/Return on your keyboard.
  3. Scroll through the results and select the resource you are searching for.

 

Filter by keyword

You can filter search results by keyword when viewing the following tabs in Clio: Tasks, Matters, Contacts, Activities, Billing, Documents, and Communications.

  1. Go to one of the tabs listed above.
  2. Type text into the search field.
  3. Press Enter/Return on your keyboard.

 

Conflict of interest check

Performing a conflict of interest check is an essential step before taking on a new client. You can check for a conflict of interest in Clio use the global search bar and custom fields. 

Step 1: Create custom field for conflict check:

Before using the global search bar for a conflict of interest check, start by creating a custom field to verify that the conflict check has been performed. 

  1. Follow the steps listed here to create a custom field.
    • In the Name field, enter Conflict check performed
    • For Type, select Checkbox.
    • Check the boxes for Default and Required. If you select these options, you will not be able to save the matter without marking whether the conflict check was completed. 
  2. Click Save to save the custom field. 

 

Step 2: Use the global search bar to check for conflict of interest:

  1. Type any part of the matter or contact in the search field in the Clio Manage header.
  2. Press Enter/Return on your keyboard.
  3. Scroll through the results and select the resource you are searching for.

 

Step 3: Mark conflict check as done when creating a new matter:

Once you have checked the box indicating that a conflict check was completed on a new matter, you can view the custom field and conflict check response when viewing the Details section of the matter's Dashboard.

  1. Follow the steps here to create a matter.
    • In the Custom fields section of the matter form, check the box for your conflict check custom field.
  2. Click Save matter to save the matter.

 

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