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Does Clio Have an Audit Trail?

Objective:

  • Carefully tracking actions taking in Clio 
  • Comprehensive tracking system

Environment:

  • Clio Manage

Additional Information:

If you would like to see this added as a feature in Clio, you can submit your vote on this feature request by contacting the Support Team at support@clio.com

Answer:

Not at this time. While Clio's Firm Feed documents and timestamps a number of actions taken by users, the list of actions documented is not comprehensive. It thusly does not meet a strict definition of an Audit Trail. 

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