KCS - How To View the Clio Activity of Everyone in the Firm

Objective:

  • To learn how to utilize the firm feed.
  • To view the actions of users/members of the firm/account.

Environment:

  • Clio Web App
  • Firm Feed

Additional Information:

  • For an overview of the Firm Feed click here.
  • For more information about filtering the Firm Feed click here.

Procedure (Previous Clio):

  1. Go to the Practice tab
  2. Click Firm Feed in the sub heading to view all actions of Users on Account
  3. Click Filter to sort by User, Type or Deleted Only

Procedure (New Clio):

  1. Go to the Dashboard tab
  2. Click Firm Feed in the sub heading to view all actions of Users on Account
  3. Click Filter to sort by User, Type or Deleted Only
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