Knowledge Center

Articles

• KCS - Why Can’t I Find a Matter?
• "An error exists on this page. Acrobat may not display the page correctly. Please contact the person who created the PDF document to correct the problem" 
• A Bill has no Client, why?
• Academy Tips: Printable One-Page Reference Guides
• Activity Rows Don't Stay Expanded When Toggling from Matter to Matter
• Am I Able to Close Billing for a Specific Time Period?
• Am I Notified When a Payment Plan Ends?
• Are Campaign Tracker charges billed in advance or arrears?
• Are Clio subscription charges billed in advance or arrears?
• Are Documents Created by Document Templates Dynamic?
• Calendar Entry not Showing in Matter's Calendar Sub-Tab
• Can a Client Pay an Outstanding Shared Bill via Email When the Clio Account is Cancelled?
• Can a Contact be Archived?
• Can a Matter Have Multiple Practice Areas?
• Can Clio Connect Users See All Versions of a Shared Document?
• Can I accept Payment on a Matter (Flat Rate of Hourly) before I generate a Bill?
• Can I Add a Column to the Bills Page for the Amount of Trust Funds Available?
• Can I add a Location to a Court Rule Event?
• Can I add the Firm as an Attendee to an Event?
• Can I Apply Just Secondary Tax?
• Can I Assign a Flat Rate to a Contact?
• Can I Assign a Task List Based on a User's Role in a Matter?
• Can I assign more than one Originating Attorney on a Matter?
• Can I Attach a Bill with the Secure Payment Link?
• Can I Auto-populate the Practice Area on my Bills?
• Can I Bulk Delete Matters?
• Can I Bulk Delete Phone Logs?
• Can I Bulk Edit Bill Themes?
• Can I Bulk Edit Contacts?
• Can I Cancel an Invite to Clio if I Choose the Wrong Permissions?