Account Settings
The following articles detail select settings in Clio that can help users manage their Clio experience.
Videos
Articles
- How Do I Collapse and Expand the Black Menu / Side Panel in Clio Manage?
- Can I Change the Names of Different Pages in Clio?
- How Do I Get the Tab Descriptions Back on the Black Menubar on the Left of Clio?
- Is there a way to Setup Default Filters on any page in Clio?
- Can I Tell if a Client Has Read an Email?
- How do I View Timekeeper's Rates?
- Can I View a History of my Support Interactions in my Clio Account?
- What are the Logo Size Requirements in Clio
- What Features Would I Lose if I Downgrade My Subscription From Boutique to Starter?
- I Reset My Password But I Still Can't Log In
- Can I Change the Language in Clio?
- How to Deactivate the Primary Subscriber
- Features Available to All Clio Subscriptions
- Is There a way to Set a Minimum Invoice Amount?
- Can I Pay My Clio Subscription Fee Over the Phone?
- How to Reference a User's Login Email Address
- How Do I Locate My Support Code?
- Why Does it Show CAD Beside Dollar Amounts?
- How To Use the "Create New" Button
- Can I Resize the Help Icon in Clio Manage?
- How Do I Change the Date and Time Formats in Clio?
- Am I Able to Set Columns to a Default Width?
- Why am I Receiving the Error "Select a valid firm user" When I Try to Add a Flat Rate to a Matter?
- Why is the Address for my Contact Defaulting to the Wrong Country?
- How to Edit a User's Job Title
- Does Cancelling my Clio Account Come with any Other Costs?
- Can I See My Chat History?
- How Do I Add Users to Clio Manage in Bulk?
- How to Add Your Lawyer Registered Number
- Will Data Entered During my Trial be Available After the Trial?