“I’m pumped for the future and what’s coming!” - Clio Cloud Conference New Orleans - Sept. 25 & 26, 2017
           Get your tickets today!

iOS App: Security and Account Management

Table of Contents

Adding Security PIN
PIN Management
Two-Factor Authentication
Touch ID
Sort Contacts
User Invites
Locating the Customer ID

This article covers iOS security and managing settings.

Adding Security PIN

To add an extra layer of security, you can set up a Personal Identification Number (PIN) to protect your Clio account on your device. You will be prompted the first time you set up the Clio app, and you can add one at any time within the app's Settings.

In the app, go to Settings.

Tap Security.

Select "PIN" (if given the option).

Click "Create PIN" and enter a 4-digit PIN code.

You'll be prompted to re-enter the 4-digit PIN code you've selected to confirm. 

Once set up, any time you go to the Clio iOS app, you'll need to enter the PIN number you've selected to gain access to your Clio data.

PIN Management

You can modify your PIN number at any time as well as remove the PIN option entirely right from the app. To do so, return to the PIN Settings area and tap the appropriate button to Change or Remove PIN.

You will be prompted to enter your current 4-digit PIN. If you are removing the PIN, then no further action is required. If you are changing the PIN, re-enter a new PIN number.

If you lose your iOS device or have forgotten your PIN number, you can deauthorize the app from the desktop app. In the desktop app, go to Settings and, under the Personal section, click on "Clio Mobile Apps".

From here you can deauthorize your Clio mobile app.

Touch ID

If you have an iOS device that supports it, you can enable log in with Touch ID. To enable Touch ID, go to the Security screen and tap "Touch ID & PIN".

Then tap the "Enable Touch ID" button.

You will then be prompted to enter a new backup PIN.

To change the Touch ID backup PIN or to disable Touch ID for the Clio iOS app, go back to the "Touch ID & PIN" screen in the security settings, then tap the appropriate button.

Two-Factor Authentication

If you have two-factor authentication set up on your Clio user account, you will be prompted to enter your two-factor code when logging into the app.

 

Sort Contacts

You can choose to sort your Contacts by first or last name. This is done via "Settings > Sort Contacts".

 

User Invites

While in the iOS app, you can invite new users to your Clio account by changing the Responsible or Originating Attorney on a Matter.

Locating the Customer ID

When speaking with a Clio Support agent, you may be asked to provide your customer ID number. You can find this number by going to the Clio app "Settings" screen.