Dashboard
The following sections and articles provide instructions on how to understand your Practice Performance metrics and how to use the Firm and Matter Feeds.
Videos
Global Search
Personal Dashboard
Firm Dashboard
- 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
Firm Feed
- 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