Knowledge Center

Articles

• 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 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?
• Are There Any Custom Field Restrictions?
• Are There Any Hardware Requirements to Run Clio?
• Are There Any Limitations to Including Special Characters in Clio Document Names?
• Are there any repercussions for undoing an import?
• Are there any Reports specific to Clio Payments?
• Are There Different Reports For Starter and Boutique?
• Are There Document Automation Merge Fields for Related Contacts' Information?
• Are there Maildrop Email Addresses for Contacts?
• Are There Merge Fields for Responsible/Originating Attorney Address, Fax Number, and Website?
• Are there Merge Fields for Tasks?