Knowledge Center

Articles

• Can Clio Send Me a Copy of My Database
• Can Clio Send Text Messages or Voicemails to Clients?
• Can Clio Support Deactivate Users in a Clio Account?
• Can Clio Support Look at the Data in my Account?
• Can Clio Support Tell Me What Features I am Using in Clio?
• Can Clio Track my Business Expenses?
• Can Clio Track the Number of Pages I Print out for Each Matter?
• Can Clio's Bill Themes Be Customized to Meet the Law Society of Ontario's Requirements?
• Can Clio's Default Matter or Contact Fields be Edited or Removed?
• Can Clio's Document Automation Create WordPerfect Documents?
• Can Clio's Quickbooks Online Integration Handle Bills With Multiple Currencies?
• Can Co-Counsel Edit Matter Information in Clio Connect?
• Can Co-Counsel Send Emails via Maildrop?
• Can Co-Counsel's Create Matters via Clio Connect?
• Can Co-counsels See Who Else is Working on a Matter Shared with Them?
• Can Communications be Exported in PDF Format?
• Can Communications Logs be Archived in Clio Manage?
• Can Contacts Be Sorted By Last Name
• Can Custom Fields be Searched?
• Can Document Automation Create a Document in a Document Integration?
• Can Document Automation Pull Custom Field Data from Related Contacts?
• Can Document Automation Work With Conditional Statements?
• Can Document Template Information be Transferred Directly into a Matter or Contact in Clio?
• Can Documents be Sorted Numerically?
• Can Everyone in the Firm see my Custom Fields?
• Can Files in Clio be Burned onto a CD?
• Can Hyperlinks be Added to Calendar Events?
• Can I Send an Alert for New Matters?
• Can I 'Update Record' for only Specific Line Items When Editing a Bill in New Clio?
• Can I Abbreviate a Contact's Name in Clio Without Having to Change the Actual Name in the Name Field?