Knowledge Center
Articles in the Knowledge Center answer a specific question or describe a workflow related to Clio.
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Articles
- Can I Work On Documents In Google Drive With Other Firm Users?
- 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 Success/Error Notifications be Disabled?
- Can the Clio Extension for Gmail Automatically File All Emails from a Sender?
- 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?
- Can you Preview Documents in Clio Without Having to Download them First?
- Clio Connect User Receiving Something Went Wrong Error when Trying to Download an Attachment to a Secure Message
- Clio Converts Any Number I Enter to $1.00
- Clio Gmail Add-on Not Visible in New Gmail
- 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."
- Conditional Statements Not Working After Generating a Document from Template
- Corrupted Document. Please make sure the file is in the latest format
- Do Clients get a Receipt When Using Payment Plan?
- Do Documents Saved to Clio Retain Their Metadata?
- 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 Create All Picklist Options before a Picklist Custom Fields Import?
- Do I Need to Make Changes When I Move to Google File Stream
- Do I Need to Pay for Each Member of my Firm That Uses Clio?
- Do I Use the Same Password for the Mobile App as on the Computer?
- Do you Receive a Pop-Up Notification when you Receive a Secure Message in Clio?
- Does a Clients Middle Name get Included in the Document Integration Folders?
- Does Clio Allow Clients the Ability to Electronically Deposit Money into my Trust Account without them or me Incurring any Fees?