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How to Use Clio's Help Center

Welcome to the Clio Help Center! Here, you can take access of in-depth feature articles and videos, as well as quick how-to articles created by our customer success team.

Contents

What's Available on the Clio Help Center
How to Search the Help Center
Feedback

What's Available on the Help Center

There are thousands of pages on the Help Center, and a few different types of resources.

How to Search the Help Center

The search bar in the header is the best way to find a relevant resource. The search bar will locate articles if there is a keyword match in either the title or the body of the article.

You can use the search filters to the right of the search bar to limit your query to Clio Manage or Clio Grow articles.

The search supports basic operators such as quotation marks and minus signs. For example, you can search for articles on "trust accounts" on bills, with nothing related to "bill themes".

Feedback

At the bottom of every article are buttons to give a "thumbs up" or "thumbs down". If you found the article to be useful, please give it a "thumbs up"!

If the article wasn't useful to you, click the "thumbs down". You can then, optionally, give further feedback which we can use to improve the article, or the knowledge base in general.

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