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Overview of the Firm Feed

Clio Firm Feed

Clio Firm Feed is a detailed account activity stream designed to inform firm members of important practice activity and events. Currently Firm Feed will log and display relevant additions, changes and modifications to: 

  • Matters
  • Contacts
  • Notes (Matter & Contact)
  • Tasks
  • Appointments (Calendar Items)
  • Documents
  • Clio Connect Activity
  • Activities (Time and Expense Entries)

Clio and Clio Connect users can also have profile pictures uploaded to accompany their activity updates. Below is an example of what a typical Firm Feed activity stream would resemble:  Firm feed is automatic, and there is no additional user intervention required to begin using the feature. Activity within your Clio account will simply be recorded to your Firm Feed for informational and tracking purposes.  If you prefer not to display the Firm Feed, click here for instructions.

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