Knowledge Center

Articles

• How To Remove The Rate Column From A Bill
• How To Stop Multiple Push Notifications on Clio iOS App
• I Can't Switch to my Clio Connect Account
• I changed my Bill Theme Invoice Note in the Footer to be bolded and underlined, but it's not showing up in the Invoice. Why?
• I Deactivated A User, But Don't See Them Under Manage Users
• If I Cancel My Subscription, How Long Does Clio Store My Data For?
• If I Sync My Dropbox / OneDrive / Google Drive etc., Where Are My Files Stored?
• Is it possible to use PayPal to Pay for my Clio Subscription??
• Is There a Merge Field That Includes the Date a Document Template Letter Is Created?
• Is There a Report That Shows Just Time Billed for My Matters?
• Is there a Report that shows which Clients have paid me the Most?
• Is There A Way To Automatically Change Billing Rate on Newly Created Matters Only?
• Is there a way to Mark Multiple Secure Messages as Read?
• What are the Different Detail levels When Generating a Bill?
• What does EW mean in EW Civil Litigation
• What Happens When I Import Matters Into Clio With Matching Information
• What Happens when the Credit Card Payment is Refunded within LawPay and not Clio?
• What Information Does the Matters by Responsible Attorney Report Show?
• What is Lead Docket?
• Why Can't I Access Clio Connect and Sharing Within Settings?
• "Access to Quickbooks was Lost" Error
• "Amount/Rate Not Showing After Importing to Clio"
• "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" 
• "Bad Request" Error When Setting up the Clio and OneDrive Integration
• "Card type is not accepted" when Paying a Bill by Credit Card
• "Currency Isn't Supported for This Account" When Processing a Payment Using Secure Payment Link
• "Did you mean to switch apps?" Popup Appears in Microsoft Edge Whenever Using Clio Launcher
• "Do You Need "Alexa" to Integrate with Tali?
• "Error on Line #: Can’t record invalid transaction" Error When Importing IIF File to Quickbooks Desktop
• "Error: There was a problem updating your Bill. Please try again." When Applying a Discount to a Bill