Knowledge Center

Articles

• 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 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 There Sample Bill Themes to Choose From?
• 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