Knowledge Center

Articles

• ★ Can A Client Use Two Different Credit Cards To Pay A Bill?
• ★ Can I Change A Contact's Clio Connect Email?
• ★ Cannot Log Into Clio
• ★ Client Reference Number Not Auto Updating When Downloading LEDES Bill
• ★ GDPR and Brexit
• ★ How Do I Add A Custom Field To A Matter/Contact?
• ★ How Do I Change A Clio Connect Email When I Receive An Error?
• ★ How do I Check if Clio is Down?
• ★ How Often is my Data Backed up to Clios Servers?
• ★ How to Manually Add an Email Log in Clio
• ★ Is There A Status Report Clients Can See Of What I Have Done?
• ★ Issue: Error When Sending Secure Message To Client Via Clio Connect
• ★ Key Resources: Activities
• ★ Learning Clio Boutique
• ★ 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?
• ★ Why Am I Getting An Error When Trying To Edit a Clio Connect Email?
• ★ Why Is The Bank Account Activity Report Showing More "Funds In" Then 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 Sync Both Google Calendars and Office365 with Clio?
• Client is Unable to Pay a Bill Online
• Clio Payment Error "Billing Address" Failure
• Do You Need Volunteers for the Clio Cloud Conference?
• Does a Payment Deletion in Clio sync to Quickbooks Online?
• Does Clio Have Any Bankruptcy Integrations?