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.
- Type any part of the matter or contact in the search field in the Clio Manage header.
- Press Enter/Return on your keyboard.
- Scroll through the results and select the resource you are searching for.
- Type a keyword in the search field in the Clio Manage header.
- If you see No results found in Contacts or Matters, click Search all categories.
- Look 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.
- Go to one of the tabs listed above.
- Type text into the search field.
- 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.
- 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.
- Click Save to save the custom field.
Step 2: Use the global search bar to check for conflict of interest:
- Type any part of the matter or contact in the search field in the Clio Manage header.
- Press Enter/Return on your keyboard.
- 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.
- 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.
- Click Save matter to save the matter.
