Knowledge Center

Articles

• 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 That Will Show Uncollected Expenses?
• 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?
• Are There Other Programs Aside From Clio Shown at the Conference?
• Are there Permissions for Contacts?
• Are there Permissions for Document Automation?
• Are UTBMS Codes Used in Canada?
• Are we able to put in Expense entry Templates?
• Argument Error: Invalid Characters Found in the File. Please Ensure the File has Valid UTF-8 Encoding
• As A Clio Certified Consultant How Do I Link A QuickBooks Online Account When I Have Several Options
• As a Co-counsel, How Do I Manage Contingency Fee Matters?
• Attorneys Initials are Still Showing beside Expenses when I have removed the option in Bill Themes
• Autocomplete Input Missing on Apolloized Pages
• Automatically Logs Into My Old Office 365 Account when Setting up Sync
• Balance at the Bottom of Trust Ledger Report is Higher Than Total Client Balances
• Bill Still Showing Outstanding Balance, But Client Paid Using Clio Payments.
• Bill Theme Glossary
• Billable Matter with Billable Activities is not Appearing within Billable Clients
• Billing Bootcamp Webinar
• Billing Preferences Section Does Not Appear When I Create or Edit a Matter
• Billing Rate Appears Differently on Bill vs Activity page and Client Activity Report
• Bills Won't Sync After Moving From QuickBooks Desktop to QuickBooks Online
• Calendar Entry not Showing in Matter's Calendar Sub-Tab