Firm Dashboard
The following articles provide an overview of the metrics that are available to you through Clio's Practice tab.
Videos
Articles
- Can I Edit the Start/End Date of the Firm/Personal Dashboard?
- Can I Create a Daily To Do List on My Main Dashboard?
- Menu at the Left Side of Clio is Only Showing Icons
- Is There a Way to Edit Firm Financial Goals in Clio Manage?
- Can I Disable the Firm Dashboard for Other Users?
- Can I Remove the Billable Hours Target from My Dashboard?
- Can I View the Operating & Trust Balances on Firm Dashboard?
- Is it Possible to Change the Number of Working Days for a Co-council user?
- Can I Tell from the Dashboard How Much a Client Has Paid to Date?
- Can I Create Multiple Dashboards In Clio?
- Can I Post an Announcement on the Firm Dashboard for Everyone Firm Wide to See?
- What is Untracked Time on the Firm Dashboard?
- Issue: Client Incorrectly Appears on Outstanding Balances Tab
- Can the Firm Dashboard Be Customized?
- Can I Export Firm Dashboard Tables/Graphs?
- Why Did My Realization Rate Change?
- Why Is The Unpaid Amount On Firm Dashboard Different Than The Total on the Unpaid Invoices?
- Learn More About the New Dashboard Experience
- How Do I Filter the Firm Dashboard by User?
- Do Closed Matters factor into the totals on the Firm Dashboard?
- Are Expenses included in the Firm Dashboard?
- Firm Dashboard
- Can I View Performance Metrics For Other Users
- Does the Detailed Annual Report List Entered or Billed Time?
- How To Calculate my Utilization Rate
- Can I Edit the Firm Metrics to Display the Firm Metrics For All Users?
- Unable to See the Dashboard Metrics
- How to Access the Firm Feed
- Personal & Matter Dashboards
- Setting Personal Performance Targets