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)