Knowledge Center
Articles in the Knowledge Center answer a specific question or describe a workflow related to Clio.
Videos
Articles
- What is the Link to Clio's YouTube Channel?
- What is the Process When an Agent Adds a Vote for me on a Feature Request?
- What is the URL to Clio's Privacy Policy?
- What Tools Do I Have to Troubleshoot Zapier Issues?
- What Version of the Clio Mobile App do I Use?
- What Will my Client be Charged if my Payment Plan Amount Exceeds the Client Balance?
- What's a Gold Certified Consultant?
- What's the Web Address for Clio?
- When I Edit a Communication Log, The Date Changes to the Previous Day's Date.
- When I Preview a Document, is it the Latest Version?
- When I Try to Add an Annual License It is Disallowed
- When I try to log into Clio, I am Redirected to the Signup Page for Clio Connect
- When Will I Receive My Referral Reward?
- Where Can I Buy a Clio After Dark Ticket?
- Where Can I Find a Video of The Clio for Gmail Plugin Features?
- Where Can I Find Information On The New Clio Experience
- Where Can I Find the "Help" Icon?
- Where do I Buy Tickets for Clio Cloud Conference?
- Where Do I Find a Check Number That a Client Used
- Where do I Include a Check Number in a Payment?
- Where Does the Name Clio Come From?
- Which Training Video Should Support Staff Watch?
- Which Version of OneDrive Works With Clio?
- Who Will Be Notified When a Payment Has Been Made Using Payment Plans?
- Why am I Unable to see all the UTBMS Codes Within the Task Code Drop-down?
- Why Are My Credit Notes Showing as Multiple Payments?
- Why are there Double Payments in Transactions?
- Why are there transactions in the Bank Account Activity Report that are not in the Invoice Payments Report?
- Why Aren't Emails Forwarded to Maildrop by Gmail Appearing in Communications?
- Why Can't I See Our Operating Account Under the Destination Dropdown When Recording Payment?