Knowledge Center

Articles

• Are Custom Fields Searchable?
• Are Discounts Considered in Reporting Figures?
• Are discounts included in the Detailed Annual Report on Practice Dashboard?
• Are Document Automation Merge Fields Available for Contacts Selected in Custom Fields?
• Are Documents Created by Document Templates Dynamic?
• Are Documents Saved to my Computer When Opened through the Clio Launcher
• Are Entries from Closed Matters Included on the Work In Progress Report?
• Are Expense Entries Included in the Quantity Total on Bills?
• Are Expenses Included in my Dashboard Figures?
• Are Expenses Included in the Total of the Qty Column of the Activities Page?
• Are Firm Feed Entries Created for Exports?
• Are Flat Fees Included in the Detailed Annual Report?
• Are Flat Rate Activities Included in the Billable Hours Target Dashboard?
• Are Flat Rate Time Entries Included in the Quantity Total on Bills?
• Are Group Permissions Applied to Individual User Accounts?
• Are Integrations accessible with my Academic Access Subscription?
• Are Maildrop Addresses Unique to each Email I Send?
• Are Maildrop Email Addresses Unique to the User?
• Are Notes Searchable?
• Are Outstanding Trust Requests Included in Summary of Accounts Setting Within My Bill Theme?
• Are Payment Profile Discounts Applied to Expenses?
• Are Payments Processed on Weekends?
• Are Practice Areas Firm Wide?
• Are Secure Messages Available for my Plan?
• Are Task Descriptions Visible in Clio Connect?
• Are Text Snippets Global?
• Are the Clio Payments Processing Fees the Same as Using LawPay Separately?
• Are the Data Processors that Provide Clio Services Certified Under the EU - U.S. Privacy Shield?
• Are the Integrations in the App Directory Free for Clio Customers?
• Are There any Clio User Forums or Groups I can Join?