How to Use Clio Bookmarklets

These bookmarklets help automate tasks within Clio Manage. Follow the steps below to add them to your browser and start using them.

💡 What Each Bookmarklet Does

1. Display Your Bookmarks Bar

Ensure your browser's bookmarks or favorites bar is visible (if it's not already):

2. Add Bookmarklets to Your Browser

You can add the bookmarklets using either of the following methods:

Method A: Drag and Drop

Click and hold one of these links:

Run Conflict CheckCopy Clio Drive Folder Path

Instructions:

  1. Drag one of the links above to your bookmarks or favorites bar.
  2. Release the mouse button to drop it there.

Method B: Manual Addition

Copy the code you need below:

Run Conflict Check

javascript:(()=>{let u='https://solveitsimply.github.io/clio-bookmarklets/remote/conflict-check.js?t='+Date.now();fetch(u).then(r=>r.text()).then(t=>{try{eval(t)}catch(e){let m=t.match(/]*>([\s\S]*?)<\/pre>/i);if(m)eval(m[1]);else alert('Could not extract JS from HTML response.')}})})()

Copy Clio Drive Folder Path

javascript:!function(){var e,t=(e=navigator.platform.toLowerCase()).indexOf('win')>=0?'windows':e.indexOf('mac')>=0?'mac':'windows',o=function(e,t){return e?'windows'===t?'A:'+e.replace(/\//g,'\\'):'/Clio Drive'+e:''}(function(){try{var e=sessionStorage.getItem('clioClientName')||'',t=document.querySelector('cc-page-header'),o='',r='';if(t){var n=t.querySelector('h1.has-subtitle');n&&(o=n.textContent.trim());var a=t.querySelector('h2.subtitle');a&&(r=a.textContent.trim())}if(!e&&r&&(e=r,sessionStorage.setItem('clioClientName',e)),!e){var i=document.querySelector('.contact-name a');if(i){e=i.textContent.trim(),sessionStorage.setItem('clioClientName',e);var l=sessionStorage.getItem('clioReturnUrl');if(l)return sessionStorage.removeItem('clioReturnUrl'),setTimeout((function(){window.location.href=l}),100),null}}if(!e){sessionStorage.setItem('clioReturnUrl',window.location.href);var c=document.getElementById('control-for-dashboard-tab');return c?(c.click(),null):(alert('Could not find Dashboard tab to extract client name.'),null)}if(!e||!o)return null;var u="/".concat(e,"/").concat(o,"/"),d=document.querySelector('nav.breadcrumbs-list');if(d){var s=d.querySelectorAll('a.breadcrumb-link');if(s.length>1){for(var m=[],f=1;f0&&(u+=m.join('/')+'/')}}return u}catch(e){return null}}(),t);!function(e){if(e)if(navigator.clipboard)navigator.clipboard.writeText(e);else{var t=document.createElement('textarea');t.value=e,document.body.appendChild(t),t.select(),document.execCommand('copy'),document.body.removeChild(t)}}(o),o?alert('Clio Drive path copied to clipboard:\n'+o):alert('Could not determine Clio folder path. Please ensure you are viewing a folder in Clio Manage.')}();

Instructions:

  1. Select and copy one of the code blocks above.
  2. Right-click on your bookmarks or favorites bar.
  3. Select Add Page or Add Bookmark.
  4. In the Name field, enter a descriptive name (e.g., "Copy Clio Drive Folder Path").
  5. In the URL or Location field, paste the code you just copied.
  6. Click Save.

3. Using the Bookmarklets

  1. Open Clio Manage in your browser.
  2. For the "Copy Clio Drive Folder Path" bookmarklet, open a Matter and its Documents tab (or a subfolder inside the Documents tab). For the "Run Conflict Check" bookmarklet, open any page in Clio Manage.
  3. Click on the bookmarklet in your bookmarks or favorites bar.
  4. The bookmarklet will execute its function within the Clio Manage interface.

💡 What Each Bookmarklet Does

Note: These bookmarklets work exclusively within the Clio Manage web application. Make sure you're logged into Clio and on the appropriate page before using them.

Want to develop or contribute bookmarklets?
View the source code and developer instructions on GitHub