The following articles detail select settings in Clio that can help users manage their Clio experience.
- Picklist Items Re-appear After Being Removed
- How Do I Remove The Logo From Clio Connect Email Notifications?
- Can Users Have Multiple Job Titles?
- How Do I Reset My Password if the User Email Address is No Longer Active?
- How to Show or Hide Columns in the Transactions Sub Tab
- Can I Jump to a Page?
- Can I Change How the Non-Billable Checkbox Behaves by Default?
- What Settings do my Individual Users need to Set Up in Grow and Manage?
- How Do I Reorder Columns?
- What are the Logo Size Requirements in Clio
- Video: How to Set Up Your Clio Manage Account
- How do I Change my Firm Name and Address?
- How to Update Subscription Payment Info in Clio Manage
- Video: How to Create and Manage Text Snippets
- Anatomy of Settings
- Enforcing Strong Passwords
- Two-Factor Authentication with Google Authenticator
- Editing Firm Information - Including Contact Information that Appears on Bills
- Editing User Profile Information
- Introduction to Text Snippets
- Data Escrow
- Moving the Location of Your Data Escrow Information
- Clio Legal Trends Report - Aggregate Reporting Participation