Knowledge Center

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?