The following sections and articles provide instructions on how to understand your Practice Performance metrics and how to use the Firm and Matter Feeds.
- Can I View the Operating & Trust Balances on Firm Dashboard?
- Is it Possible to Change the Number of Working Days for a Co-council user?
- Can I Tell from the Dashboard How Much a Client Has Paid to Date?
- Can I Create Multiple Dashboards In Clio?
- Can I Post an Announcement on the Firm Dashboard for Everyone Firm Wide to See?
- Firm Dashboard
- Can I Change Items on the Firm Feed?
- Can I Filter Firm Feed by Date Range?
- Why Does it Show I Uploaded a ".eml" File Type Document in the Firm Feed?
- Can I Filter the Firm Feed for Time Entries of Specific Matters?
- Can I Find Who Created or Edited a Transaction?
- How To Check When a Calendar Entry was Created