Contacts - Clio Manage
Contacts, Payment Profiles, and LEDES Client ID in Clio Manage.
Videos
LEDES Client ID
- I Get a "CLIENT_MATTER_ID Longer Than 20 Characters" Error When Submitting a LEDES Bill
- Is It Possible to Use the Same Client ID for Multiple Contacts for LEDES Billing?
- What is a "Client ID" Error in LEDES
- How to Add a Client Matter ID for LEDES Billing
- The Client ID is Incorrect when I submit a LEDES Bill
Payment Profiles
- Can I Apply Interest to Only Certain Clients?
- Will Adding a Payment Profile to a Contact Update the Interest on Outstanding Invoices?
- Issue: Bill Without Early Pay Discount Showing Early Pay Discount Information in Email Sent to Client
- Can I Prevent Initial Interest Charge from Calculating Based on the Number of Days Between a Bill's Issue and Due Date?
- Is It Possible To Create A Payment Profile Without A Due Date?
- How Are Early Payment Discount Dates Calculated?
Contacts
- Do I Have to Create a Contact in Clio Manage in Order to Add Them as a Related Contact?
- Can I Embed Custom HTML Codes To Add Another Button in the Contacts or Matters Page?
- Can I Manually Add a Client Tag To a Contact?
- Is There a Maximum Length for Email Addresses?
- How to Add an Image File to a Contact
- Can I Get Notified When Changes Are Made to Contacts?