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 (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)