Knowledge Center

Articles

• Account Balance on Bill Does Not Match the Balance in the Last Line of the Client Account Details
• Activities Aren't Showing Up When Using a Date Range in Billable Clients
• Activities Date Navigation Skips Dates and Can Hide Entries
• Activity Descriptions are not Working for a New User
• Activity Rows Don't Stay Expanded When Toggling from Matter to Matter
• After Adding an Email Alias Will Past Emails I Forwarded from that Email be Delivered?
• After Changing a Matter's Flat Rate Activity Description, will Editing the Matter Details Affect that Description Change?
• After Saving a New Event, the Event Time Changes.
• All of My Contacts are Gone
• All Text Displaying Escaped HTML Links
• Already Installed Clio Launcher but the Launcher Icon has Turned Grey
• Am I able to assign a calendar entry to a Contact instead of a Matter?
• Am I Able to Assign Classes in Clio to Sync over to QuickBooks Online?
• Am I Able to Close Billing for a Specific Time Period?
• Am I Able to Create a Contact when Recording a Phone Log
• Am I able to Password Protect a Document?
• Am I Able to Set Columns to a Default Width?
• Am I Able to Sort Documents by Date?
• Am I Charged for Phone Calls when Client's don't Leave a Message?
• Am I Covered for Fraudulent Transactions With Clio Payments?
• Am I Notified When a Payment Plan Ends?
• An invalid argument was supplied: Custom rate for the given user/group already exists
• An Invalid Argument was Supplied: Sorry, the List Template could not be Assigned Due to the Following Errors: Validation Failed: Task Template List Must have Templates
• An Invoice does not Show up on the Detailed Statement of Account
• Another Attorney Shared A Document Folder With Me Using Clio Connect. How Do I See Them?
• Are Activity Categories in New Clio the Same Thing as Activity Descriptions in Previous Clio?
• Are All Elite Features Available In Canada?
• Are Campaign Tracker charges billed in advance or arrears?
• Are Clio Payments Notifications sent out by Clio or by LawPay?
• Are Clio subscription charges billed in advance or arrears?