Account Settings
The following articles detail select settings in Clio that can help users manage their Clio experience.
Videos
Articles
- What Settings do my Individual Users need to Set Up in Grow and Manage?
- Can I Rearrange How the Contact Name is Displayed in Clio?
- Why Can't I Find the Delete Button?
- Does Clio Support Other Two Factor Authenticators?
- Does my Loyalty Plan Have Access to the Same Integration Features as Boutique and Elite?
- How will a Clio Subscription Charge Appear on a Credit Card Statement?
- How do I Order the Manage Users List Alphabetically?
- Can I Restore a Deleted Firm Logo?
- Where Did The Person and Company Options Go in the Create New Menu?
- Does Clio Support Atlantic Standard Time Zone (Puerto Rico)?
- How Do I Reorder Columns?
- Why is My Firm Logo Distorted?
- Why are a Timekeepers Initials Showing Incorrectly on a Bill?
- How Do I Edit the Currency on My Trust and Operating Accounts?
- How do I Change the Phone Number for a Specific User?
- How Can I Change The Attorney Initials on The Bills?
- Can I Change the Notification Sound For Chat?
- Are all Elite Features Available In Canada?
- How Do I Change the Increment Used for Time Rounding?
- How to Change the Email That You Receive Client Responses From
- Can I Have 2 Email Accounts Associated With My Clio Account
- How can I Gain Access to the Bulk Operations Page?
- I have Administrator Permissions but I Cannot View Financial Metrics in My Matters
- How do I Manually Force a Subscription Payment?
- Can I Customize the Main Navigation Bar?
- I Deactivated A User, But Don't See Them Under Manage Users
- Why Does Another Firm Member's Name Show in My Account?
- Can I Customize the "Recents" Dropdown Menu?
- What Does it Mean to Be Appointed to the Bench?
- What is the Maximum Upload Size of a Profile Picture?