Knowledge Center

Articles

• 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 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
• Calendar Event Descriptions Containing Phone Numbers Disappear When Viewing the Event Edit Screen
• Calendar Event List on the iOS Mobile App is showing Events for past days
• Calendar Events Not Syncing to Phone
• Can a Bill be Converted to a Trust Request?
• Can A Client Create A Payment Plan?
• Can a Client Make a Payment Directly from the Statements of Account?
• Can a Client Overpay an Invoice Using Clio Payments?
• Can a Client Pay an Outstanding Shared Bill via Email When the Clio Account is Cancelled?
• Can a Client Use the Clio Payments Link After I "Stop Sharing" the Bill via Email?
• Can A Clio Connect Co-Counsel Edit And Share Bills?
• Can a Clio Connect User Delete Resources?
• Can a Clio Connect User Download Secure Messages?
• Can A Clio Connect User Void A Clio Payment?