The following articles detail select settings in Clio that can help users manage their Clio experience.
- Can I Change How The Non-Billable Checkbox Behaves By Default?
- Video: How to Set Up Your Clio Account
- 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
- The Recovery Bin
- Introduction to Text Snippets
- Data Escrow
- Moving the Location of Your Data Escrow Information
- Clio Legal Trends Report - Aggregate Reporting Participation