Knowledge Center

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?