Knowledge Center

Articles

• 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 Merge Fields Available For a Matters or Clients Outstanding Balance?
• 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?
• 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 Training Webinars Free?
• 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 Shared With Multiple Contacts, But "Pay Bill" Button is Invalid for Some Contacts
• Bill Theme Glossary
• Billable Matter with Billable Activities is not Appearing within Billable Clients