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Can I Customize the Personal Dashboard?

Objective:

  • Customizing the Personal Dashboard
  • Updating the Personal Dashboard 
  • Can I customize the main Dashboard to show paid Bills?

Environment:

  • Clio Manage

Additional Information:

It is possible to turn it off for the entire firm, but this request must come directly from the Account Owner.

Answer:

At this time, it is not possible to Customize the Personal Dashboard.

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