Knowledge Center

Articles

• ★ Can a Client use two Different Credit Cards to Pay a Bill?
• ★ Can I Change A Contact's Clio Connect Email?
• ★ Client Reference Number Not Auto Updating When Downloading LEDES Bill
• ★ Error When Sending Secure Message To Client Via Clio Connect
• ★ How do I add a Custom Field to a Matter or Contact?
• ★ How do I Change a Clio Connect Email When I Receive an Error?
• ★ How do I Check if Clio is Down?
• ★ How Do I Manually Add an Email Log in Clio?
• ★ How Often is my Data Backed up to Clio's Servers?
• ★ How to Create Custom Fields for Contacts
• ★ Is There A Status Report Clients Can See Of What I Have Done?
• ★ Key Resources: Activities
• ★ Learning Clio Boutique
• ★ Strong Customer Authentication (SCA)
• ★ What Does The Running Balance Calculate
• ★ What Happens To A Contact When A Clio Connect User Creates Their Account?
• ★ What Happens When A Clio Connect User Changes Their Email?
• ★ What Happens When A Firm Changes A Client's Clio Connect Email?
• ★ What Impact will Brexit have on GDPR?
• ★ Why am I Getting an Error When Trying to Edit a Clio Connect Email?
• ★ Why Can't I log in to Clio?
• ★ Why Is The Bank Account Activity Report Showing More "Funds In" Than The Revenue Report
• Can Clio Allocate Funds Towards Expenses First?
• Can I Bill for a Closed or Pending Matter?
• Can I Bulk Update Court Rule Reminders?
• Can I Edit a Field Set after It's been Added to a Matter?
• Can I Import Expense Category Through Activities Import Process?
• Can I Sync Both Google Calendars and Office365 with Clio?
• Client is Unable to Pay a Bill Online
• Clio Payment Error "Billing Address" Failure