Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

Key Resources: Settings

 

Frequently Asked Questions:

Account and Payment Info

  • How Do I Change My Firm Name and Address? (see here)
  • How Do I Change the Date and Time Formats in Clio? (see here)
  • How Do I Upload a Firm Logo? (see here)

 

Manage Users

  • How Do I Add a User to My Clio Account? (see here)
  • How Do I Deactivate a User In My Clio Account? (see here)
  • What Happens if I Deactivate a User? (see here)
  • How Do I Force Password Resets on Other Users? (see here)
  • How Do I Log All Users Out of Clio? (see here)
  • How Do I Edit a User's Job Title? (see here)

 

Groups, Permissions, and Job Titles

  • How Do I Create A Group? (see here
  • How Do I Remove Someone From a Group? (see here
  • How Do I Delete a Group? (see here
  • What Happens When I Delete a Group of Users? (see here
  • Why Can't I Delete a Group? (see here
  • How Can I Edit What Areas of Clio a User Can Access? (see here)
  • What do the User Permissions do? (see here)
  • How Do I Edit Billing Rate Visibility for Users? (see here)

 

Security

  • How Do I Change My Password In Clio? (see here)
  • How to set up Two-Factor authentication with Google Authenticator (see here)
  • How Do I Set Up and Disable Strong Passwords? (see here)
  • What are Clio's Password Requirements? (see here)

 

Profile

  • How Do I Change a Login Email? (see here)
  • Why Can't I Change My Login Email? (see here)
  • How Do I Add a Profile Picture? (see here)

 

Text Snippets

  • How Do I Create Text Snippets? (see here)
  • How Do I Use Text Snippets? (see here)
  • Are Text Snippets Global? (see here)
  • What Does the Whole Word Checkbox in Text Snippets Do? (see here)

 

Firm Preferences

  • How Do I Create a Custom Matter Numbering Template? (see here)
  • How Do I Change All of My Matter Numbers to Match a New Matter Numbering Template? (see here)
  • How Do I Set Matter Numbering to Manual for Each Matter? (see here
  • How Do I Create a Custom Practice Area? (see here)
  • How Do I Delete Practice Areas? (see here)
  • Why Can't I Delete a Practice Area? (see here)

 

Billing

  • How Do I Set a New Default Currency For My Firm? (see here)
  • How Do I Set Up My Taxes in Clio? (see here
  • How Does Time Rounding Work? (see here)
  • How Do I Create a New Bill Theme? (see here)
  • How Do I Edit a Bill Theme? (see here)
  • Anatomy of a Bill Theme (see here)
  • Video: Beautiful Bills - Bill Themes (see here)
  • How Do I Create Bill Reminders? (see here)
  • How Do I Change the Default Messaging When Sending a Bill? (see here)
  • How Do I Change the Default Payment Profile for My Clients? (see here)

 

Data Escrow

  • How do I Set Up Data Escrow? (see here)
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