KCS - Can Clio Support Look at the Data in my Account?

Objective:

  • Can you look at the Transactions in my account to see where the balance is coming from? 
  • Will you review a specific Matter for me to help me set it up correctly? 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Due to the strict confidentiality of your case information, even for troubleshooting purposes Clio Support will only be able to see the data in your account with your explicit consent. This process is detailed here: How Do I Give Clio Support Remote Access to My Account?

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