Internal Articles

Account & Subscription - Clio Manage

• What Is the Difference Between the Starter and EasyStart Plan?
• Are all Elite Features Available On the Canadian Server?

Accounting

• Can Clio Recommend an Accountant or Bookkeeper?

Activities

• How do I view Time Activities that do not have a Matter assigned to them?

Calendar

• Error: (Email_address) Is Already Being Used by "Contact_name" While Creating a Calendar Event

Clio Cloud Conference

• Do You Need Volunteers for the Clio Cloud Conference?

Clio Cares

• Can I Provide Account Details to a Non-Admin User?

Clio for Clients

• Is It Possible to Upload an Audio File to the Client Portal?

Clio for Co-counsels

• How Do I Change the Email Address for When a Client Emails the Firm from Clio for Clients?

Clio Drive

• Is Clio Desktop Available for Trial Subscriptions?
• Preventing MS Office from opening Clio Drive files in Protected View

Clio Payments

• How Do I View All Transactions on Clio Payments?
• Can I Void eChecks in an Authorized State?
• Does a Payment Plan Automatically Update the Original Outstanding Balance When New Bills Are Created and Sent for the Contact?
• Is There a Limit to the Amount a Client Can Pay by eCheck or ACH?
• What happens when my bank account is closed but still connected in Clio Payments?
• Unable to Attach Additional Verification Identification Document for my Clio Payments Account

See all 7 articles

Contacts - Clio Grow

• If I Navigate Away from the Contacts Page Will Clio Grow Remember which Page I was On?

Documents - Clio Grow

• Can I Prepare Multiple Documents for e-Signature At The Same Time?

Import / Export - Clio Grow

• Issue: Picklist Custom Field Data is Not Syncing to Clio Manage from Clio Grow

Matters - Clio Grow

• How do I Delete a Note in Clio Grow?
• Will Customers be Notified if a Form is Deleted from the Agenda in Clio Grow?

Migrations

• What Data Can I Migrate From Act! CRM (Cloud Solution)?