Clio - Legal Practice Management Software FAQs

FAQ - New Global Search and Quick Search

Clio's new search improves the way in which you can find important information and Matterspecifics from any page in Clio.The entire information discovery process has beenstreamlined: from theintuitive presentation of information in fewer clicks to ensuring that Quick Search results are relevant and Global Search is comprehensive.

Contents

Quick Search

Global Search

Quick Search

The quick search bar in the Clio header provides Matter and Contact results related toyour search terms. The new and improved search logic is now able to search for matches to keywords saved in your Contact and Matter Custom Fields.

To view more results matching your key terms, press "Enter" to view the global search results page.

Global Search

In addition to Matter and Contact matches, the global search results page displays results in the following categories:

Calendar events

Matter & Contact Notes

Tasks

Details of time and expense entries

Document titles

Phone & Email Communication Logs [NEW]

The new search results table shows the location in each category where a match was found to your key terms. This allows you to better scan your results to quickly find the entry that you are looking for.

Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.

Objective:

How to get my data out of Practice Panther?

What can migrate from Practice Panther?

How to export from Practice Panther?

What is a Practice Panther migration?

How to get data from Practice Panther to Clio?

Environment:

Practice Panther Web App

Additional Information:

Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Only administrators are able to export client data.

Procedure:

To export your Contacts:

Click on theContactsbutton located in the menu bar at the top of your screen

Filter information provided as needed

To include all data, select Primary Contacts,Any User andAll Time

Click theExportbutton on the top right section, and selectExport All

Follow the video for a step-by-step guide: How do I Export My Contacts

To export your Matters:

Click on theMatters button located in the menu bar at the top of your screen

Filter information provided as needed

To include all data, selectAny User,Any StatusandAll Time

Click theExportbutton on the top right section, and selectExport All

To export your Tasks:

Click on theActivitiesbutton located in the menu bar at the top of your screen

Filter information provided as needed

To include all tasks, filter byTasks,Any Status,Any User andAll Time

Click onChoose Columns and check all options

Click theExport buttonon the top right section

To export your Time Entries:

Click on theTime Entriesbutton located in the menu bar at the top of your screen

Filter information provided as needed

To include all data, select Any User, Any StatusandAll Time

Click onChoose Columns and check all options

Click theExport buttonon the top right section

To export your Expense Entries:

Click on theExpensebutton located in the menu bar at the top of your screen

Expenses may be found under the 'More' dropdown

Filter information provided as needed

To include all data, select Any User, Any StatusandAll Time

Click onChoose Columns and check all options

Click theExport buttonon the top right section

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account?

What Can I Export from Practice Panther?

Objective:

Print a Bill directly from Clio without downloading it as a PDF

Environment:

Clio Web App

Additional Information:

n/a

Answer:

Not at this time.

Objective:

I want to add myself as an invitee to a new calendar event I am creating

I want to receive an email notification of the invite

Environment:

Clio Manage

Additional Information:

n/a

Answer:

You are not able to add yourself as an invitee if you are creating a calendar event for your own calendar. You will only be allowed to add yourself as an invitee when creating events for calendars that you do not own. Example: Firm calendar, another user's calendar shared with you.

Objective:

To learn if it's possible to change the time zone when adding a Calendar event

Environment:

Clio Web App

Additional Information:

n/a

Answer:

Not at this time.

Objective:

Apply a credit note on a Bill

How to add a write-off to a Bill

Writing off a remaining balance

How to write off a Bill

Environment:

Clio Manage

Additional Information:

Bills must be 'Approved' and in 'Awaiting Payment' in order to apply a 'Write-Off' or 'Credit Note'

If you accidentally double-charged a time entry or expense and no payment has been made on a bill, here is how to void the bill. Click here for information on how to delete a time or expense entry.

For instruction on how to apply a credit to a Bill already Billed, click here.

Procedure:

Credit Note:

Locate and view the Bill that you want to apply a Credit Note on

Click theCredit notes sub-tab

Click Add credit note

Enter any applicable information

ClickSave credit note

Write-Off:

Locate and view the Bill that you want to apply a Write-Off to

Click the Record Paymentsub-tab

Enter in the Source

Enter the Payment Amount. This can be a partial payment or a payment of 0

Tick the box under Write-offs to write-off the remaining fee.

Click Record Payment

Objective:

To Column

From Column

Edit Communications

Environment:

Clio Manage

Additional Information:

You will only be able to select existing Clio Contacts

Procedure:

Navigate to the Communications tab of the Matter

Click Edit next to the Email Log

Delete the Contact that is currently entered in the "To" or "From" field

Enter a new Contact

Click Save Email Log

Objective:

Can I write off an outstanding balance via credit note on a current bill?

Can I credit the outstanding balance form a previous invoice on current bill?

Can I write off the outstanding balance on a current invoice?

Environment:

Clio Manage

Additional Information:

You can write off multiple bills belonging to the same client at one time by following the steps listed here.

Answer:

No. You would need to apply the credit note on the invoice with the outstanding amount.

Clio's Document Automation feature allowsyou tocreate a document template with Merge Fields from your Contacts and Matters. These Merge Fields automatically pull information from aMatter in Clio and put theminto your documents - saving you time on data entry and proofing.Merge Fields are available forclient's name, address, trust account balance, Custom Fields, and much more.

Accessing the List of Available Merge Fields

Creating the Template

Tips

Accessing the List of Available Merge Fields

You can view the complete list of available Merge Fields by going to the ClioSettings panel, then click "Documents" in the System column.

HERE

For quick access to the page, bookmark: https://app.clio.com/document_template_example

Creating the Template

Open the template document that you want to add Merge Fields to. Supported template file types are: ".doc", ".docx",".ppt", ".pptx", ".xml", and ".xlsx".

File names can be a maximum of 100 characters in length - if the file name is longer you will need to rename it before uploading to Clio.

In your document, add Clio Merge Field tags wherever you want that information to appear. To copy a tag from Clio, click on the clipboard icon in the appropriate row then paste into your document.

Below is an example of a Word document with Merge Field tags added throughout.

Once you have uploaded your template and generated a document in Clio, the mergeddocument will look something like the example below.

Tips

Spacing

The spacing of your document template will affect the finished document. For example, the following merged address is double spaced.

If this is not the desired spacing, you can adjust the paragraph spacing in your template at the line where you've pasted the address Merge Field so that the address has single line spacing.

For details on how to adjust line spacing in a Word document, click .

Making Changes to a Template

If you make changes to a template,you must delete the template from Clio and re-upload the updated version.Once the updated template has been uploaded,generate your document again and thespacing should be corrected.

Adding Merge Fields for Related Contact Information

You can also include Related Contacts' information. If you have included a Relationship on your Matter, such as for a witness, you can pull in your witness' Contact Card information. To add a relationship, first open your Matter, and then clickAdd related contacton the right-hand side.

Once saved, you will see your witness listed under your Matter's Contacts area.

Now when visiting your list of available Merge Fields, you will see your related contact's information listed.

In this webinar, we cover how to use Clio Grow in detail.

Administrators canattempt to undo a deletion made in Clio Manage via our "Recover" tool. Deletions will remain in the Recovery Bin for 6 months. 6 months after deletion, we can no longer guarantee that an item will be available.

You can currently recover:

Activities (Time and Expense Entries)

Contacts

Calendar entries

Matters

Tasks

To access the Recovery Bin, go to the Clio Manage Settings panel then click on "Recovery Bin" in the System column.

Filtering The Firm Feed

The first time you accessthe Recovery Bin, you will see this message:

Simply click on the "Recover" link beneath the item you wish to recover. You willthen be notified that the recovery has been scheduled.

For information on recovering Documents, please seethe " Navigating, Viewing, Filtering, and Recovering Files in Clio " article.

To review who deleted items in the account, review the actions taken in the Firm Feed. More on the Firm Feed can be read in the Support Article.

Objective:

Is Document Automation different from the features in Microsoft Word?

Can I do a mail merge or document assembly using Clio?

Environment:

Clio Web App

Additional Information:

Webinar: Document Automation - Creating Workable Templates

Video: How to Generate a Document from Template

Answer:

Clio's Document Automation allows you to create PDF or Word documents using data from Clio. This allows you to rapidly build forms and standard documents, such as Engagement Letters and Retainer agreements using Clio.

To use Document Automation in Clio, you must first create a Template, which uses different Merge Fields. From there, you can easily create Documents using that template in a Matter's Document subtab.

Objective:

Check for Custom Billing Rate on Matter

How do I know what the Matter Custom Rate is

Is there a Custom Rate on my Matter

Environment:

Clio Manage

Additional Information:

You would need User Permissions to Billing as well as Billing Rate Visibility set to All

Procedure:

Access the specific Matter

On the Matter Dashboard the "Billable" field, in the Details section will note any Custom Rates

Objective:

Reach out for Support Help

Call Clio Support

Customer Support

Chat

Email

How to Contact Clio Support

How to reach Clio Support

Additional Information:

Live Chat Hours

Live Phone Support Hours

Answer:

You can reach Clio Support by chat, phone, and email.

Chat:

North America

Click on theHelp button at the bottom-right of the Clio screen

OR

Click on the chat button from bottom-right of the Clio site

Europe, Middle East, Africa

Click on the chat button from bottom-right of the Clio site

Phone:

North America

1-888-858-2546 ext 2 (toll free)

604-210-2944

Europe, Middle East, Africa

+44-800-433-2546 (UK Freephone)

+44-333-577-2546 (UK Mobile Freephone)

Email: [email protected]

Twitter:@goclio

Objective:

Is it possible to specify the Matter that a Payment Plan is associated with?

Can I choose to have payments from a Payment Plan linked with just one of a Client's Matters?

How can I have a Payment Plan apply payments to a Matter directly?

Environment:

Clio Manage

Additional Information:

Learn more: Payment Plans

Which Bill will a Payment Plan Pay?

Answer:

Payment Plans are currently linked at the Client level andwill be applied on the oldest Bill first. (The oldest Bill refers to the Bill with the earliestDue Date)

Objective:

Add another user login to Clio Grow

Add a new firm member to the account

Invite a new employee to Clio Grow

Purchase a Clio Grow license

How do I add a User in Lexicata

Environment:

Clio Grow

Additional Information:

n/a

Procedure:

Go to the Settings page

Click onAccount

Click the Invite user button at the top-right of the page

Fill in the new user's information, including their name, email address, and permission level

If you have a license available (already purchased) on your account, clickConfirm and send inviteto send the email invitation to the new user.

If you do not have a license available, please contact our Support team at+1-888-858-2546 ext 2 to purchase one.

Objective:

IM Feature for Users within the account

Ability to chat with members of the firm

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Not at this time. For now there is the ability to send Secure Messages, but this isn't a chat feature.

Objective:

Set default width for columns

Set desired width for columns

Environment:

Clio Web App

Additional Information:

Column widths are set on a per-user basis

This functionality was added to Clio in October 2018

Answer:

Yes!

When you change the width of a column in Clio by grabbing the side of the column with your mouse and dragging it wider, it will remain at that width until you change it again.

Clio's Mobile App

Connect Outlook, Google, or any inbox to Clio Manage

Track time to Matters in Clio Manage directly from your inbox

Work on case files and attachments sent via email in Clio Manage

Take action away from your desk on Clio's Mobile App

Leverage all the additional advantages of Clio

FAQ

Create a secure, easy to use system of record as it relates to all your client and case communications: Do more with Clio and email.

Make efficient, effective record-keeping part of your day-to-day as you leverage secure, unlimited cloud-storage and functionality made for law firms.

Did you know you can:

File emails and attachments from Outlook and Gmail to Clio Manage

Track time to a Matter for work you complete in your inbox

Access and edit email attachments from Clio Manage

Take action on-the-go. Use the Clio Mobile App to save and send emails

Allow for all firm members to reference case communications in secure locations

Connect your inbox to Clio Manage

Clio Gmail and Outlook Add-ins. With a one-time install, connect Clio Manage to your chosen business tools, so you can work in Gmail or Outlook, using our Add-ins to save emails, attachments, contacts, and even time entries directly to a Matter.

Easy-to-use Clio add-ons are available any time you log into your inbox

File emails, and email threads directly to a Matter

Upload email attachments to a Matter, and edit them in Clio Manage

Track billable and non-billable time from your inbox with an integrated Clio timer

Add new contacts Clio from new email senders and recipients.

Install Clio’s Gmail Add-on

Install Clio’s Outlook Add-in

Maildrop. An alternative to our Gmail and Outlook add-ins, Maildrop lets you forward and archive emails to a Matter effectively from any email provider.

Use a custom maildrop address and forward emails and attach directly to Clio

Set up Email Aliases for the different email addresses that you want to forward emails to Clio from.

Set up Maildrop

Track time directly from your inbox.

Integrated timers. Work from your inbox, bill for it in Clio Manage. Whether billable or non-billable time, remove data entry as you track time to a Matter while you work on a case with a fully integrated timer in Clio’s Outlook and Gmail Add-ins.

Install Clio’s Gmail or Outlook Add-in to track time from your inbox.

Work on case files and attachments sent via email in Clio Manage.

Clio Launcher. Build a better case with essentials documents sent via email and stored in Clio Manage.

File email attachments to a Matter in Clio

Quickly search and locate attachments; find and reference what you need in seconds

View, download, or click-to-edit attachments of any format with Clio Launcher

Work with email attachments in Clio Manage.

Take action, even when away from your desk.

New: The Clio Mobile App. Don’t limit case management to your desk. Clio’s Mobile App plays nice with your phone’s email toolswith the additional benefit of secure access to all your case communications and files in Clio Manage.

Quickly reference communications and filed emails from the Clio Mobile App, wherever you are.

Forward or share important files from the Clio Mobile App via email, ensuring no information is ever saved to your personal device.

Forget the paper files when you’re on the go; anywhere you have an Internet connection you have access to the information you need.

Create a secure, collaborative system of records.

Leverage all the advantages of Clio. Comply with client record due diligence and best practices, as you create a central place for you team to collaborate and build cases.

More secure than sharing an email login or access. Use Clio’s 2-factor authentication and ensure client records are accessed in a secure manner by you and your team in Clio.

Improve your client experience. Make all case communications and supporting documents easily accessible when working on a case, answering client queries, or even in court.

Having trouble? Contact Clio’s support team, available 24/7.

FAQ:

Is the Outlook Add-in compatible with all versions of Outlook?

The Outlook Add-in requires an Office 365 subscription, and is compatible with all versions from Outlook 2013 onwards.

Is the Gmail Add-on compatible with all versions of Gmail?

Yes.

Does Maildrop work with all email providers?

Yes.

Can I work with Gmail and Clio Manage on mobile?

Yes, by using the official Gmail mobile app for iOS and Android.

Can I work with Outlook and Clio Manage on mobile?

The Outlook Add-in is not available on the Outlook mobile app, but can be used from a mobile browser via Outlook.com.

Objective:

Acquire Warn and Error logs

Environment:

Clio Launcher

Additional Information:

The following works for Launcher build #5547 or higher.

Procedure:

PC

Open a new Explorer window (click Ctrl + E)

Click on Users

Click on the User name you use to log into your PC

Click AppData, then Roaming, then Clio Launcher, then logs

Find "launcher.log"

Send it to Clio Support ( [email protected] )

Mac

Open Finder

Select your Hard Drive (Macintosh HD)

Select Users

Click onthe User name you use to log into your Mac

Go to Library, then Logs, then Clio Launcher

Find "launcher.log"

Send it to Clio Support ( [email protected] )

Objective:

Can I make a public booking link using Clio Scheduler?

Clio Grow Schedular

Schedular

Link

Environment:

Clio Grow

Additional Information:

For more information on Clio Scheduler, click here.

Using a Clio Scheduler booking link, you can embed access to Clio Scheduler in your website or your email signature.

Procedure:

Go to Settings > Appointment Types.

Click on the hyperlink below the appointment name to open a public booking link, or click the Copy link button.

Objective:

Clio Scheduler setup

Clio Grow

Scheduler

Set Up

Environment:

Clio Grow

Additional Information:

For more information on Clio Scheduler, click here.

If encountering issues with set up, as a first troubleshooting step make sure your Clio Grow account is connected to your Clio Manage Account. Then try disconnecting and reconnecting.

Procedure:

Once Clio Scheduler has been enabled in your account, you must set it up to begin using it. To confirm that Clio Scheduler has been enabled in your account, navigate to your settings and see if you have a new tab called Appointment Types. If you see this tab, Clio Scheduler has been enabled in your account and you can follow the steps below to proceed with set up.

To set up Clio Scheduler you will need to enable Clio Grow to send calendar events to the Clio Manage calendar. The steps below walk through how to do this:

Go to Settings > Email & Calendar Sync page.

Click on the “Connect to Clio Manage” link and log in with your Clio Manage account credentials.

Click Allow Access button on the authorization page that appears.

Grow will automatically link to the Clio Manage calendar that matches the username in Grow (if available). If no matching calendar is found, you will need to manually select a calendar to sync to. Note: you may need to click Update List Now to find your calendar name.

Ensure theAdd appointments to my calendar option is checked.

Note:Using a Clio Scheduler booking link, you can embed access to Clio Scheduler in your website or your email signature. Go toSettings > Appointment Types and click on the hyperlink below the appointment name to open a public booking link, or click theCopy Link button.

Objective:

To find out if I can use Clio from my phone

To use Clio from my iPhone

To use Clio from my Android

Environment:

iOS

Android

Additional Information:

Clio's mobile applications cannot currently be used to access Clio's client portal (Clio Connect).

Answer:

Yes, Clio has two Mobile Apps, one for iPhone you can download from the App Store, and the other is for Android that you can download from the Google Play Store.

Objective:

Set a different default for Address Type

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Not at this time.

Objective:

Deleted Items Report

Environment:

Clio Web App

Additional Information:

n/a

Answer:

Not at this time.

Issue:

A red circle with a line through it appears when trying to choose a UTBMs Task Code

Environment:

Clio Manage

Additional Information:

Enable UTBMs Codes in your Settings before attempting to add UTBMs Activity code.

Cause:

UTBMs codes were created as Activity Categories, possibly from a data migration.

Resolution:

Delete any UTBMs Activity or Expense Categories.

Use the system generated UTBMs codes

The UTBMs Task codes will now be available

Objective:

Unable to move Document folder

Environment:

Clio Manage

Additional Information:

n/a

Answer:

You are trying to move the Matter folder, the Matter Folder cannot be moved. Only Folders manually created by Users can be moved.

Objective:

Workflow in Clio

Environment:

Clio Manage

Additional Information:

n/a

Answer:

No, not at this time. Workflows can only be created in Clio Grow.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

What is the Firm Dashboard, and why was it built?

Definitions

How are these metrics calculated?

Frequently Asked Questions

What is the Firm Dashboard, and why was it built?

The Firm Dashboard was designed to offer managers, administrators, and users with reporting permissions insights into the utilization, realization, and collection metrics of their firms.

To access, navigate to "Dashboard" on the main menu bar and click the "Firm Dashboard" tab.

The Firm Dashboard presents data by your desired year (for the year to date and 2 prior calendar years), and can be adjusted with the date selector at the top of the page.

Data is presented on a firm-wide basis (all users), or can be filtered to an individual user by selecting an individual from the user dropdown at the top of the page.

Definitions

Billable Work

The activities recorded in Clio Manage that will appear on an invoice.

Unless marked non-billable, activities in Clio are billable by default.

Expenses are not included for the dashboard calculations

Non-Billable Work

The activities recorded as non-billable. These will not appear on an invoice. Learn more about tracking non-billable work here

Untracked Time

The remainder when subtracting any billable + non-billable time recorded fromyour firm's available hours ( see definition below )for the selected time period.

Available (Working) Hours

The total number of timekeeper ( see definition below ) hours available for work.

Clio uses an 8 hour available work day to make availability calculations.

An example calculation of available hours can be found here

Timekeeper

Any user on the Clio Account that has logged at least 1 billable or non-billable time entry in a month is recorded as a timekeeper for that month,and included in the available hours calculations for that month.

Billed: Nondiscounted

The nondiscounted portion of billable work that has been added to an approved invoice.

Billed: Discounted

The discounted portion of billable work that has been added to an approved invoice.

Note: Early Payment Discounts reflected as credit notes, and not discounts.

( See FAQ below for details )

Unbilled & Draft Work

The billable work that has not been put on an invoice ready for payment (including any invoices in draft or awaiting approval.)

Collected

The total value of payments recorded against your billed work items.

The date on the Firm Dashboard is the date that the underlying activity was done.

Uncollected

The total value of billed work items (as defined above) without an associated payment recorded, and any credit notes.

Example: Bill is worth $2500

It was paid for $1000

It was credited for $500

Therefore the uncollected amount would be $1500

How are these metrics defined and calculated?

Utilization

The utilization rate is a measure of staff productivity, and calculates how much of the day is spent doing billable work in comparison to the available hours in the day.

It is calculated as the billable hours worked/available working hours.

To learn how available working hours are calculated, click here.

Each user can adjust their contribution to the firm's available working hours by changing their working days as outlined in this help article.

Here is what the Utilization widget shows:

reports

How is the Utilization Rate Calculated?

The utilization rate is the calculated asthe total number of billable hours/ total number of available hours

eg.100 (Billable Hours) / 172 (Available Hours) = 58\% utilization

Realization

The realization rate is a measure of efficiency, and calculates the amount of billable work recorded that is actually put on an invoice, minus discounts.

It is calculated as: (the total number of billed hours - discounted hours)/ total number of billable hours worked

Here is what the Realization widget shows:

Collection

Collection rate measures how much of the billed work has been paid for.

Reminder: The Firm Dashboard calculates all metrics based on the date of the underlying activity, and not the payment or bill date

It is calculated as the total amount of hours collected on/total number of nondiscountedhours billed.

Here is what the Collection widget shows:

Frequently Asked Questions

Who can access the Firm Dashboard in Clio Manage?

The Firm Dashboard is available to those on the Boutique and Elite(North America) and Loyalty(EMEA) account plans.

Owners, administrators and individuals with reporting permissions have access to the Firm Dashboard.

How often does the data in the dashboard refresh?

The dashboard automatically refreshes data on a nightly basis, but you can use the refresh button on the page to also trigger an update at anytime.

I mostly do flat rate or contingency cases. Is the dashboard applicable to me?

Although the rates are based on hours and will likely not be as applicable, the aggregate value (currency) figures include all hourly, flat rate, and contingency fees and can be a valuable tool for assessing monetary progress and health.

In addition, non-billable time accrued for any of these matter types will also be shown in hour format and can be a useful tool to assess where time is being spent

How are available working hours calculated for a selected time period?

The available working hours for a selected time period are calculated based on the sum of the timekeepers (timekeeper defined above ) working days in that period multiplied by 8 (the number of hours in a work day).

For example, if a firm is tracking 3 timekeepers, where two of them are working a full-time schedule of 21 working days a month, and one timekeeper is working a part-time schedule of 10 working days per month, their available hours for a given month would be calculated as follows:

[21 working days + 21 working days + 10 working days ] x 8 hours = 416 available hours in that month.

For selected time period, the total working hours are calculated as the sum of the available timekeeper hours for each month in that period.

You can read more about adjusting each timekeepers' performance settings such as "working days" in this help article.

How do you determine how many working days a timekeeper has for each month?

The amount of working days a timekeeper has for a given month are calculated based on the sum of how many working days per year they have defined in their account (steps to do this are in this help article) divided by 12.

What if I have a firm user who records very little, or only works part time and it's skewing my Utilization metrics?

A timekeeper's contributions to the firm's available working hours can be set by adjusting their "working days" setting as outlined in this help article

Learn more here.

What if I do work in one month, bill it in the next, and then collect on it the month afterward? Which dates are chosen to calculate the metrics for a given time period.

Only the dates recorded on the underlying activities are included in calculation of the metrics for a given time period. No bill dates, due dates, or payment dates are used.

Are discounts included in the Firm Dashboard?

Bill line item and overall bill discounts are factored into the realization calculations.

You are able to see the amount of billed work, both nondiscounted and discounted within the realization section.

Are credit notes included in the Firm Dashboard?

Credit notes are seen as a write off in Clio. As such, in the Firm Dashboard, credit notes are included under the "Uncollected"data ( defined above ).

Are Early Payment Discounts reflected on the Firm Dashboard?

When the balance of a bill is paid in full during its early payment discount period, the discount converts to a credit note applied for that amount.

As such, early payment discounts are treated on the Firm Dashboard as credit notes and therefore as

"Billed: Nondiscounted" work in the Realization section of the dashboard during their period of applicability

"Uncollected" work in the collections section after their terms are met.

(Learn more about setting up Early Payment discounts here )

Is interest included in the Firm Dashboard?

In the Firm Dashboard, interest in not included in any of the data or calculations, as interest would be considered non-operating revenue, and the firm dashboard attempts to only give a view of the operating performance of the firm.

Are expenses or taxes included in the Firm Dashboard?

Expenses and taxes are not counted towards operating revenue, and as such are not included in the Firm Dashboard.

How are partial bill payments reflected in the metrics shown?

You can learn more about how partial payments are reflected across Clio Manage in this help article.

For the purposes of the Firm Dashboard, the proportional quantity of a line item recorded as "collected" is directly related to the proportion of the monetary value that has been paid for.

(e.g. If a 1 hour, $1000 bill line item has $250 of payment associated with it, 0.25 hours and $250 are calculated as having been collected for that line item)

What currency does the Firm Dashboard use?

The Firm Dashboard uses the default currency in your Clio Manage Account. Learn more here.

What time zone is used for the calculations of metrics and dates shown?

The Firm Dashboard calculates and displays all metrics in UTC time. (GMT+0)

Should I be aiming to have all my rates at 100\%?

100\% is often not a realistic target to strive for. Some unproductive, inefficient, and uncollected time is to be expected in most legal work and law firms.

An appropriate goal to set depends on your practice area, the type of matters you most often work, geography, clientele demographics, firm size, and more.

Looking at your historical metrics and the data on the dashboard charts will give you a great starting point to reflect on where you might have room to improve, and you can set your targets accordingly.

You can also compare your firm's metrics to the benchmark industry averages that are published each year in Clio's Legal Trends Report.

I see rates over 100\%, inconsistent totals, or negative hour/value figures. Is something broken?

The dashboard makes calculations based on the recorded activities you have in Clio Manage. Editing/adding bill line items without updating a corresponding activity entry ( learn more here ), can result in billed/collected amounts that won't match up with billable totals.

The dashboard also uses some assumptions such as an 8-hour work day, and which account users to include as timekeepers ( defined above ).

Both of these can factors can results in seeing negative figures, rates above 100\%, and what may seem like inconsistencies between the figures on the dashboard that you might otherwise expect to equal each other.

Why is the data in the Revenue Report different than what I see on the Firm Dashboard?

The Revenue Report is designed to provide a financial snapshot for a time period, whereas the Firm Dashboard is designed to show the firm's operating performance over time. Because of this, they are built differently in a few keys ways that may cause discrepancies:

1. Most commonly seen, the Firm Dashboard calculates all metrics based on the date of the underlying activity (i.e. billed/collected amounts are based on when the work was done), whereas the revenue report calculates items like billed/collected amounts based on when the bill was issued, or when the payment was received. ( Learn more about revenue report date options here.)

2. The Firm Dashboard does not include interest, as described above in more detail in this FAQ, whereas the revenue report can include interest depending on the options chosen. ( Learn more about interest on the revenue report here.)

3. The Firm Dashboard only uses data from recorded activities, whereas the revenue report may incorporate amounts from edited/added bill line items that haven't updated, or aren't associated with, a corresponding activity entry. ( learn more here )

I see some data that is possibly concerning. Do you have any tips on how to improve my metrics?

Clio has helpful resources on how to measure and take action from the insights, including: The 2019 Legal Trends Report, the 12 Data-Driven Ways to Improve Your Legal Practice blog post, and the Becoming a Data-Driven Law Firm Guide.

Will the Firm Dashboard be available on the Clio Mobile App?

The Firm Dashboard is designed to be viewed through your web browser, and is not available on the mobile app.

I don't see that data that I'm looking for or disagree with how the calculations are being done. How can I add additional data to the Firm Dashboard?

As future versions of the Firm Dashboard come out, additional data and metrics will be added.

If there's something that you'd like to specifically request, please reach out to Clio's support team via email/chat/phone so we can record your suggestion.

The data that makes up this dashboard and many additional metrics are available in Clio's, and can also be exported from the corresponding tables of information in the activities, bills, and payments sections of the product.

This article offers advanced Microsoft Word (2010-2013) techniques for creating a protected template with fillable fields (or "Content Controls" in Microsoft terminology) for data that cannot be completed by Clio's merge field tags. These techniques would be useful for creating protected trust receipts with Document Automation.

Related article: Tutorial - Using Document Automation to Create a Trust Receipt

If you are not familiar with Document Automation, please see the following support articles:

Using Clio's Document Automation

How to Create a Document Template

Contents

Showing the Developer Tab

Adding Form Controls

Control Properties

Formatting Form Controls

Adding Editing Restrictions/Protection to your Template

Advanced Document Automation Webinar

Showing the Developer Tab

The tools that you will need to add form controls to your template can be found in the Developer tab which is hidden by default.

To show the Developer tab, click "File".

HERE

Then click "Options".

In the Word Options window,

Click on "Customize Ribbon" in the left-hand sidebar.

In the Tabs area on the right, check the box beside "Developer".

Click OK.

Adding Form Controls

On the "Developer" tab 1, in the "Controls" group 2 are a number of available form control fields.

Some useful form controls are:

Rich Text Content Control The end user will be able to format the text entered in this text area.

Plain Text Content Control The end user will NOT be able to format the text entered in this text area.

Combo/Dropdown Selection Control Options can be added to this control for users to select from.

Date Picker Brings up a mini calendar to choose a date from.

To add a form control to your template, click in the document where you want the control to go, then click on the icon for the control that you want to add.

To change the default placeholder text on the control ("Click here to enter text" in the above example) click " Design Mode ".

To change the Properties of the control, click " Properties ".

Control Properties

Each control has options that can be accessed by clicking "Properties" with the control you want to modify selected.

For example, this is how you will add options to a Dropdown Selection Control or specify the date format displayed when using the Date Picker Control.

Example #1 Rich Text Content Control Properties

The example to the left shows the basic Property options available to form content controls.

Adding a name to the "Title" field, will display that name when the control is selected.

The "Show as" dropdown box allows you to change the basic appearance of the control's bounding box or tags.

The "Locking" options are only useful if your template controls already contain content that you do not want to be changed or delete. Do not check these options if you expect that the content may need to be added or changed in the content control.

Example #2 Combo/Dropdown Selection Control Properties

In addition to the properties detailed above, the Dropdown List Control Properties gives you the ability to add options for the user to select from when completing the form.

To add a new option to the dropdown control, click the "Add" button. To edit an existing option, click on it then click the "Modify" button. To delete an option, click on it then click "Remove".

Example #3 Date Picker Control Properties

The Date Picker Control Properties allow you to select the format of the date that is displayed when the user selects a day from the mini calendar.

Click on a date format in the selection area to select it, then click OK.

Formatting Form Controls

By default, the text that is input into a control will have the same formatting as the line that it was added to. To change the formatting of the text that is input into the control, highlight the control with "Design Mode" OFF and make formatting adjustments as you would to any other text.

To change the wording or formatting of the control's placeholder text:

Turn on "Design Mode".

Highlight the placeholder text and make formatting adjustments as desired.

Turn OFF "Design Mode".

Form Control with Default Placeholder Text and No Formatting - Design Mode On

Form Control Formatted with Custom Placeholder Text - Design Mode On

Form Control Formatted with Custom Placeholder Text - Design Mode Off

When formatting control placeholder text, keep in mind that the default styling of that placeholder may not make it easy to immediately identify as a form control. Adding a highlight or some distinctive styling to the placeholder will make it more visible in your document. When the end user types or selects content in the control, the placeholder formatting will disappear and the content will take the styling of that line in your document.

Adding Editing Restrictions/Protection to Your Template

Protecting your template can ensure that any user or Contact who may be completing your merged documents will only be able to modify information that is in the form controls that you add to your template.

To restrict editing on your template:

Go to the Developer tab.

Click on "Restrict Editing"

In the Restrict Editing sidebar on the right, check the box under step "2. Editing restrictions" and change the dropdown to "Filling in Forms".

Click "Yes, Start Enforcing Protection" under step "3. Start enforcement".

In the Start Enforcing Protection pop-up, enter in an optional password if you want the document to be password protected, or click OK if you do not want to add password protection.

Save the protected template as a new version to ensure that you don't overwrite your original document.

Once uploaded to Clio, the protected template will create new protected Word documents while still pulling information from Clio.

More information is available on Microsoft.com

Advanced Document Automation Webinar

In under an hour, we demonstrate advanced MS Word techniques for adding conditional fields and form controls to your Word template. We also demonstrate how to add editing restrictions to your template. This advanced webinar is intended for users who are already comfortable with creating Word templates for use in Document Automation.

Click to view the recording.

Objective:

Unable to select/choose another bank account to apply bill payment to when sharing bill

Environment:

Clio Manage

Additional Information:

n/a

Answer:

One of the Clio accounts is not connected to a LawPay account in Settings. Here are the steps to connect your Clio accounts to LawPay.

Objective:

Can I Choose What A Payment Profile Discount Is Applied To?

Payment Profile Discount Applied To Time And Expenses

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Yes. If you want a Payment Profile to be applied to on Time or Expenses, you will need to do that from the Bill itself.

Contents

Customizing the time input type

Filtering Time Entries by Users

Editing a Time Entry

Deleting a Time Entry

Creating a Time Entry

Using the Timer

Using UTBMS Codes

To access your Time entries,tap the "Activities" tab at the bottom of the screen. Next, tap "Time Entries" at the top left. You will see a list of all your Time Entries below.

UTBMS

Customizing the time input type

You can customize the default time input type in Settings > Customization and can select between text or decimal.

Filtering Activities

You can filter your Activities by clicking the icon on the top right of the Activities page

On the Filter activities page, you can filter for Firm User, specific Matters, the Date Range, Activity Categories, and Invoice Status.

Editing a Time Entry

To Edit a Time Entry, tap on the Entry itself and tap the "Edit" button at the top right.

When you have finished making your changes, tap the "Checkmark"icon at the top right of your screen.

Deleting a Time Entry

While in the Edit screen you can delete a Time Entry by tapping on the "Delete Time Entry" button at the bottom of the screen.

Please note that the deletion of a Time Entry is a permanent action.

Creating a Time Entry

To create a Time entry, tap on the "+" button on the bottom right of the screen.

Next, tap"Time entry"in the menu.

In the "New Time Entry" form, fill in the details for your Time entry and tap the "checkmark" at the top right of the screen to save the Entry.

Using the Timer

To start the timer, tap on the "+" button on the bottom right-hand side of the screen, then select the blue "Start Timer" icon.

You can then close the menu and continue to use the app, or even close the app and continue to do other work.

To stop the timer, open the Create New menu (the "+" icon) and tap the pause button.

Using UTBMS Codes

You can add UTBMS codes when adding or editing Time entry. For complete instructions, see the Support article.

Objective:

To determine what the difference between Clio Payments and LawPay for payments from Clients.

Clio Payments vs LawPay

Environment:

Clio Manage

Additional Information:

Clio Payments is the integration between LawPay and Clio. The functionality between Clio Payments and LawPay are almost identical.

Clio Payments has Secure Payment Links and Payment Plans such as LawPay

LawPay has ACH

How Does Clio Payments Work?

Clio Payments FAQ

Answer:

When Bills are shared from Clio, it allows your Clients to pay via their credit card, this updates the Bill and LawPay processes the payment and deposits it into the bank of your choice.

When a LawPay link is shared, after the payment processes and the funds are in your bank, you will have to go back to Clio and record a "Direct Payment" onto the Bill to update it from an

Awaiting Payment status to Paid

In this video, we will walk through an overview of Matters in Clio, including filtering and sorting your Matter list, exporting a list of Matters, and a review of the Matter Dashboard page.

All of our training videos are available here on the Help Center. Just search for the feature or workflow you're interested in!

For a comprehensive list of our training videos, see below:

Clio Manage Training Videos

Clio Grow Training Videos

Video Playlists

Clio Manage: Time Tracking and Billing

Clio Grow: Account Setup

Clio Manage: Account Setup

Clio Suite: Account Setup

Clio Manage: Administrative Activities

Objective:

To download an Invoice in a LEDES 1998B format

Create a LEDES bill

Generate a LEDES invoice

Environment:

Clio Manage

Bills

Additional Information:

LEDES 1998B is a standard format for electroniclegal billing that usesa very specific format guide.

Procedure:

Locate the Bill you want to download on the Bills tab or subtab

Open the Bill by clicking on the Bill ID under ID column

Click the down arrow next toDownload PDF

From the drop down menu choose Download LEDES 1998B

The file will download to your computer and then you can open/save to your computer or print it

Thinking about trying Clio? Try it for free !

Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.

Objective:

Get my data out of Smokeball

Migrate from Smokeball

Export from Smokeball

Smokeball migration

Get data from Smokeball to Clio

Environment:

Smokeball

Additional Information:

Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Procedure:

To export Matters:

Navigate to the Matterstab in the left-hand side of the Smokeball application window

Hover over the column headers and right-click on the any of the columns and check all of the boxes

Click the Export button at the top of the page

Choose the desired save location and click Saveto complete the export

To export Contacts:

Navigate to the Contactstab in the left-hand side of the Smokeball application window

Hover over the column headers and right-click on the any of the columns and check all of the boxes

Click the Export button at the top of the page

Choose the desired save location and click Saveto complete the export

To export Calendar information via Outlook:

Set up a sync between Smokeball and Outlook following these instructions

If you're using Outlook Desktop on Windows, follow these instructions to set up a calendar sync with Clio

If using Outlook via Office 365, set up the Clio Calendar Sync using these instructions

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from Smokeball to Clio?

Objective:

Where Do I Go to Edit the Name of My Firm That's Showing up in Clio

Update firm name

Change firm name on a Bill

Edit name of my firm in Clio

Update law firm name

Change firm title in the heading

how do I change the business name

Environment:

Clio Manage

Additional Information:

This change will impact on all Bills, regardless of their state (i.e. Draft, Awaiting Payment, Paid)

This can only be done by an Account Administrator.

Procedure:

Navigate toSettingsin the navigation bar

ClickAccount and Payment Info

Update the name in theFirm name field

Update the Address in the Address fields

Scroll to the bottom of the page

ClickSave New Information

Issue:

Document Automation Merge Fields do not merge Word Fields in Drawloop APIv5

Environment:

Clio Manage

Additional Information:

For more information on Word Fields, see this external article: here

Cause:

Recently Clio updated to a newer version of DrawLoop's Document Generation API. This update introduced this issue.

Workaround:

Download the Template

Find all Word Field instances

Copy each Field to your clipboard

Right-click in Word

Select Paste Special

Select Unformatted Unicode Text

Click OK

Re-upload the Template as a new version (see here )

In this video, we will walk through an overview of the Quickbooks Online integration with Clio Manage.

Issue:

Cannot click "Save" button when creating a Custom Field after hitting an error

Environment:

Clio Manage

Additional Information:

n/a

Cause:

Not yet diagnosed

Workaround:

Close out of the Custom Field modal and recreate it.

The Quickbooks Online integration is available to subscribers of our Loyalty(EMEA), Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

In order to sync Clio with QuickBooks Online, you must first have a QuickBooks Online account. For more information about QuickBooks Online subscription levels, or to try it for free, click here. It can take up to 24 hours for the initial sync to complete, but the sync will occur periodically every five minutes.

The current integration allows users to:

Sync Contacts between Clio and QuickBooks Online

Contacts/Customers originating from QuickBooks Online will not be synced over to Clio and must be manually entered into Clio.

Only Contacts with Approved invoices (Awaiting Payment) will sync from Clio to QuickBooks Online.

Once synced, if you update a Clio Contact in either application it will be updated in the other.

Sync invoices from Clio to QuickBooks Online (one-way from Clio to QuickBooks Online). Payments and credit notes applied to Bills in Clio will also be synced to QuickBooks Online.

Sync trust transactions from Clio to QuickBooks Online (one-way from Clio to QuickBooks Online).

We DO NOTsync Tax to the Sales Tax Center. It comes over as an individual line item that needs to be mapped to an appropriate Product or Service.

Contents

QuickBooks Online Suggested Settings

Linking Clio to QuickBooks Online

Setting up the Revenue Sync

Setting up the Trust Sync

Setting up Hard Costs Imports

Revoking Access to QuickBooks Online

QuickBooks Online Suggested Settings

To ensure that invoices sync properly between your Clio and QuickBooks Online accounts and to prevent the duplication of invoice numbers, there are two settings that should be enabled in your QuickBooks Online account before linking to Clio.

Please follow these steps to enable "Custom Transaction Numbers" in your QuickBooks Online account:

Click the gear icon to open your Settings Menu, and select "Account and Settings"

Click on the "Sales" tab then click on the pencil icon to edit the "Sales Form Content" settings.

Check the box beside "Custom Transaction numbers", then click on the "Save" button.

Click on the "Advanced" tab then click on the pencil icon to edit the "Other preferences"settings.

Check the box beside "Warn if duplicate bill number is used", then click the "Save" button.

If starting in QuickBooks Online before Clio, you should adjust your first invoice number in Clio to be higher than the last invoice in QuickBooks Online. This is because both systems will automatically number your first invoice as number 1, and to avoid duplication errors this should be adjusted. More on editing invoices can be seen here.

Note:It is recommended to make any payment editsor deletions in Clio as this will sync to Quickbooks Online. Any edits or deletions made in Quickbooks Online will not sync to Clio. More can be read here.

Note:If you have a bank feed set up in QuickBooks Online, you may want to exclude Disbursements and Bill payments from Trust when setting up your Trust Sync. Otherwise, you may end up duplicate transactions in QuickBooks Online.

Linking Clio to QuickBooks Online

To sync your Clio account to your QuickBooks Online account, go to "Settings" and click on "Bill Syncing", then click "Connect" to the right of the QuickBooks Online Integration (Note that only account administrators can access "Bill Syncing" in the Settings panel).

To grant Clio access to your QuickBooks Online account, click the "Connect" button.

Once you have connect your accounts, you'll be able to configure the QuickBooks Online sync.

Setting Up the Revenue Sync

The first step in configuring your QuickBooks Online sync is to match each item in Clio to a "Product" or a "Service" that youcreate in your QuickBooks Online account.These can be created from the Products and Services section of QuickBooks Online, which you can access from the Settings menu in QuickBooks Online:

Please ensure that your QuickBooks Online "Products and Services" are connected to the appropriate Chart of Accounts before matching to items in Clio.

(The examples shown in this article may not apply to your practice. Clio recommends that you consult with an accountant when setting up your Products and Services in QuickBooks.)

Note: To ensure the bank accounts are made available for mapping in Clio please refer HERE

Products and Services created in QuickBooks Online like you see here in QuickBooks Online...

...Can be matched to items in Clio using the dropdown menus in the "Map Clio data to QuickBooks Online products and services" section, as displayed below:

By default, QuickBooks Online will separate each tax charge on a bill as its own line item. Keep "Aggregate line item taxes on QuickBooks Online invoices" checked to have the sum of each line item tax combined on the QuickBooks invoice.

Once you have matched all item types, click "Save Sync Settings".

You will now start to see your Clio Contacts and Bills synced to QuickBooks Online about every 30 - 60minutes.

---

For tips on using the QuickBooks Online integration, click here.

Setting up the Trust Sync

The Clio Trust sync is a one-way, automatic export of trust transactions from Clio to QuickBooks Online. This includes:

Manualadditions or subtractions of trust funds

Matter to Matter transfers of trust funds

Payments made to Trust Requests

Payments on Revenue Bills from a trust account

Edits to any of these transactions

Prior to setting up the QuickBooks Online Trust sync in Clio, ensure that you have the correct trust accounts set up in QuickBooks Online. You need to have two accounts, specifically:

A bank account (category: "bank") with detail type: Trust Account

A liability account (category: "other current liabilities") with detail type: Trust Accounts - Liabilities

For more information on setting up accounts with different detail types in QuickBooks Online, click here.

To set up the QuickBooks Online Trust sync:

Go to the Settings menu in Clio

Click "Bill Syncing"

Beside the QuickBooks Online integration, Click "Configure Settings"

Scroll down and check the "Export trust transactions" box

Select the date that you would like to start syncing your trust from (defaults to the current date)

Select the Clio trust account you want to sync with QuickBooks Online

Select the QuickBooks trust bank account you want to sync with Clio(as pictured below)

Select the QuickBooks trust liability account you want to sync with Clio(as pictured below)

Optionally, toggle Trust Disbursement or Trust Payment checkboxes, if needed

Click "Save Sync Settings"

If you don't see a QuickBooks trust liability account in the dropdown, ensure that you have a trust liability account designated in QuickBooks Online. For information, see the " Account Detail Types " article on the QuickBooks Online support site.

For information on using the QuickBooks Online Trust Sync, see the " Using the QuickBooks Online Integration " article.

Setting up Hard Cost Imports

Expenses created in QuickBooks Online can be automatically imported into Clio for billing using the QuickBooks Online integrations "Import hard costs" feature:

To set up the "Import hard costs" feature:

Go to the Settings menu in Clio

Click "Bill Syncing"

Beside the QuickBooks Online integration, Click "Configure Settings"

Scroll down and check the "Import hard costs" box

Select the date that you would like to Import on or after

Select the Account in QuickBooks Online that you'd like to import expenses from into Clio

Click "Save sync settings"

Revoking Access to QuickBooks Online

To remove the connection between your Clio and QuickBooks Online accounts, go to the QuickBooks Online sync settings in Clio and click the "Disconnect from QuickBooks Online" button at the bottom right corner of the page:

When Disconnecting Clio's access to your QuickBooks Online account, the sync maintains a memory of links between your synced invoices, Contacts, and payments will remain in case you want to reauthorize access at a later time.

After Disconnecting from a QuickBooks Online account, connecting to a different QuickBooks Online account will erase any memory of links with the previous QuickBooks Online account.

Objective

Understand why your Firm Dashboard is now showing a different realization rate.

Environment

Clio Manage

Additional Information

The Firm Dashboard automatically refreshes data on a nightly basis. Note that you can also use the refresh button at the top of the Firm Dashboard to trigger an update at any time.

Answer

On February 4th, 2020 we released an update to reflect discounts on the Firm Dashboard.

As a measure of the work done that you expect to be paid for, realization rate is now more accurately calculated as the amount of billable work recorded that is actually put on an invoice, minus discounts.

If you had recorded any discounts on billed work within the timeframe you have the Firm Dashboard set to, the realization rate shown on your Firm Dashboard may have decreased after the change to the calculation was made on February 4th.

Within the Realization section of the dashboard, you can now see a breakdown of billed work that has been discounted, billed work that has not been discounted, and unbilled & draft work. Learn more about how billed: discounted and billed: nondiscounted are defined here.

Objective:

Google Chrome, Firefox, Mircosoft Edge opening PDF's In A Tab, Change To Opening In Adobe

New Tab Opening Up When Downloading PDF's In Google Chrome

How Do I Switch Where My PDF's Are Being Opened/ Downloaded

Environment:

Google Chrome

Firefox

Microsoft Edge

Internet Explorer

Additional Information:

This procedure can also be used to have your PDF's open in your Web Browser instead of being downloaded.

If you are on Windows, your default application to open PDFs may be incorrectly set to a web browser. This means that even if your browser is set up to download the PDF initially, it will still open in a browser tab. To resolve this, see here (external site).

Procedure:

Google Chrome

Open Google Chrome.

Click on theMenuicon in the top-right corner of the Window (it will be the button that looks like three vertical dots).

ClickSettings.

Scroll down to the bottom of the Settings window and clickAdvanced.

In thePrivacy and securitysection, clickSite Settings.

Scroll down and click thePDF documentsoption.

Change the "Download PDF files instead of automatically opening them in Chrome" option from the off position (grey) to the on position (blue).

Close the Settings tab and restart your computer.

Firefox

Open Firefox

Click the menubutton and selectOptions.

Within the Options window, clickApplications

Under the Content Type column, select thePortable Document Format (PDF)option.

In the Action column, click the down arrow on the right-hand side of the box.

In the drop-down menu that appears, select your new default PDF reading program.

Microsoft Edge

Press the Windows Key on your keyboard,type Default Apps, and then pressEnter.

In theSettings window, in the section to the right, scroll down clickChoose default apps by file type.

Scroll down until you see the entry for the.pdf file extension on the left hand side, and thenclick the box to the right of it.

In the menu that appears, select the program you want to use to view PDFs.

Internet Explorer

Open Internet Explorer

Click the Internet Explorer Toolsbutton and selectManage add-ons.

Under theToolbars and Extensionsoption, click on theShowdrop-down list and selectRun without permissions.

In the displayed list of add-ons and extensions, findAdobe PDF Reader/default PDF reading program.

Select the extension and click theDisablebutton in the bottom right of the Manage Add-ons window.

Next time you download and open a PDF file, your default program will be used instead of InternetExplorer.

Objective:

Adding Credit Notes to Drafts

Environment:

Clio Manage

Additional Information:

For instructions on how to write off a Bill once it's been Approved click here.

Answer:

No. The Bill must be Approved and in an Awaiting Payment state in order to apply a write off to it.

User Default Rates

Your "User Rate" is thebase default rate whichClio willuse on time entries when it is not overridden by a Matter/Client/Custom rate.

Users can modify their own User Rate for time entries going forwards by clicking on their user icon in the bottom left of the black navigation bar and clicking View Profile; or by going to the Settings menu and clicking on Profile in the Personal column.

here

In the Profile form, the Billing Rate field is found below the Time Zone and Locale fields:

When making changes to any of the details on your Profile, remember to click the Save New Information button.Updating a user's Billing Rate will cause all future Time Entries to be entered at the specified rate automatically. Historical entries (ie, Time Entries that are already created), will not be updated and only entries going forwards will be affected.

Administrator Control

Account Administrators can modify the User Rate of all users on the accountby going to the Settings panel and clicking on Manage Usersin the System column.

Click Editunder theName column for the user you want to want to make a change to;

You will now see the section where you can set the Billing Rate for that User and their Visibility:

Once this has been updated, it will affect time entries going forwards, but it will not update all existing entries under this user.

With respect to visibility:

All: The user can see their rate as well as the rate of any users in the firm, along with the total for time entries.

Limited: The user can only see their own rate.

None: The user can not see any rates or totals for time entries.

Please Note: If you want to restrict a user's access to rate/billing information, then also remove permissions for Billing and Reports or they will be able to see that information there. For more information on Permissions for Billing Rates, click .

When you have finished making any changes, click on Save New Information.

Now, when the User goes to enter in a time entry their User Default Rate will be noted in the time entry field:

Objective:

Unable to change Subscriber Type on Non-Attorney

Environment:

Clio Manage

Additional Information:

n/a

Answer:

There must be at least 1 Attorney User on the Clio account.

Follow along as we go through how to use Elite features in Clio.

Objective:

Determine whether or not Clio and Answer Connect integrate

Environment:

Clio Manage

AnswerConnect

Additional Information:

For more information on connecting AnswerConnect to Clio, please see AnswerConnect's support article here.

Answer:

Yes, Clio integrates with AnswerConnect.