The following articles detail select settings in Clio that can help users manage their Clio experience.
- How to Edit User Permissions in Clio Manage
- How to Change the Time Zone in Clio Manage
- How do I Remove Duplicate Contacts or Calendar Events through Bulk Operations Link?
- How Do I Locate My Account ID?
- How Do I Add a Profile Picture?
- How to Add Users to a Group
- How to Update Subscription Payment Info in Clio Manage
- How Do I Deactivate a User in Clio Manage?
- How To Change Attorney/Non-Attorney Status
- How to Change Your Default Hourly Rate
- Video: How to Create and Manage Text Snippets
- Updating Your Date Format
- Anatomy of Settings
- Change "Attorney" to "Solicitor" Across Clio
- 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