Knowledge Center
Articles in the Knowledge Center answer a specific question or describe a workflow related to Clio.
Videos
Articles
- Can I store Templates else where so they don't show up in my Template list?
- Can I sync OneDrive and Dropbox at the same time?
- Can I try Other Clio Subscription Plans Before I Choose one?
- Can I Upload Files From Clio Directly To a 3rd-Party Document Integration?
- Can I use Clio Sync for Microsoft Outlook on my Mac?
- Can I Use the Outlook Add-in With a non-Microsoft Address?
- Can I Work Out of Clio Offline?
- Can My Data Be Backed Up Twice By Using The Google Drive Integration?
- Can My Outlook Add-In Prompt Me to "File to Clio" When Sending an Email?
- Can Payment Plans be Linked with Evergreen Retainers?
- Can the Early Payment Discount Period Be Greater Than the Payment Profile's Grace Period?
- Can You Move Files Located in Google Drive within the Google Drive Integration in Clio?
- Clio Connect User Receiving Something Went Wrong Error when Trying to Download an Attachment to a Secure Message
- Clio Sync Error: "Either there is no default mail client or the current mail client cannot fulfill the messaging request. Please run Microsoft Outlook and set it as the default mail client."
- Corrupted Document. Please make sure the file is in the latest format
- Do I have Full Functionality if I use Clio on an iPad?
- Do I Have to Cancel the Payment Plan I Have Setup in LawPay Before I Set One Up in Clio?
- Do I have to stay on Clio while Office 365 does it's initial sync?
- Do I need Flash to Run Clio?
- Do I need Multiple Invites to have the Clio Beta App on Multiple Devices?
- Do I Need to Make Changes When I Move to Google File Stream
- Do you Receive a Pop-Up Notification when you Receive a Secure Message in Clio?
- Does Clio Encrypt Data at Rest?
- Does Clio Have "C" UTBMS Codes for Coverage?
- Does Clio Have a HotDocs Document Automation Integration?
- Does Clio Have a List of Their Third Party App Integrations?
- Does Clio have a Positive Pay Feature?
- Does Clio Have a Testing Mode?
- Does Clio Have an Affiliate Program?
- Does Clio Have an Instructional Pamphlet Detailing the New Clio Experience?