Knowledge Center

Articles

• Can I Include Matter/Contact Custom Fields in the Basic Details Section of a Matter/Contact?
• Can I Include my Reporting Selections on the Generated Report?
• Can I Install the Clio Sync App for Outlook Desktop on two Computers?
• Can I Leave Certain Accounts Blank in the QuickBooks Desktop Export Settings?
• Can I Link a Payment Made via the Secure Payment Link to a Trust Request?
• Can I Link Document Folders on My Desktop Computer to Clio Documents?
• Can I Log Communications in Bulk?
• Can I Make the Matter Field Required When Adding Calendar Events?
• Can I map Matters in Clio to Jobs in Quickbooks Online?
• Can I Pay My Bill via Chat?
• Can I Print a List of My Leads From Clio's Campaign Tracker?
• Can I Print a List of User Billing Rates?
• Can I Print Each Matter on a Separate Page on my Bills?
• Can I Push a Customer into QBO Without Generating an Invoice?
• Can I put the Invoice Memo at the top of the Invoice?
• Can I Recover a Deleted Bill?
• Can I Recover a Document Template Deleted by Accident?
• Can I Remove Deactivated Users from the List of Users I See When I go to Submit a Bill for Approval?
• Can I Remove the Client's Credit Card Information from Auto Populating when Taking a Payment through Clio Payments?
• Can I Rename a Document Template?
• Can I Reply to an Email Log in Clio?
• Can I Report on How Much Billed Time has been Collected Per User?
• Can I Restore a Deleted Firm Logo?
• Can I Restrict an Activity Category to only be Available with certain Practice Areas?
• Can I Restrict Editing Permissions in the Communications Log?
• Can I Run a Conflict Check on Multiple Parties at Once?
• Can I Save a Document through the Launcher as a Read Only File?
• Can I Save My Emails as Documents Using the Outlook 365 Plugin?
• Can I Search for a Contact by the Phone Number?
• Can I see what a Contact's Email Address is when Sharing a Bill with them?