Clio Manage
Clio: Bot Clicker Approval
When authenticating to Clio, there is a special method of connecting known as the Bot-Clicker. Bot-Clicker Authentication should never be used unless you have been expressly authorized by Clio to do so. When using this method, a browser session is ...
Clio Data Restore: Read Me First - Trust Account Balances
In order to push trust account balances into Clio exactly one trust account must exist prior to the start of the migration. Click on Accounts on the left, then click New account in the upper right. Ensure the account type is Trust. Fill in the other ...
Clio Data Restore: Read Me First - Matter Numbers
In order for Universal Migrator to create matters with specified matter numbers, additional configuration is required. Log into Clio as an Administrator Go to Settings > Firm Preferences > Matter Numbering Take a screen shot of the current matter ...
Clio: Adjusting Legacy Users
Do the following actions for each person who no longer works at your firm: Go to Settings > Manage Users Click on Edit for the old user: Click on "Change Login EMail" Provide a unique "Plus" email address for them using your address. For example, if ...
Clio Data Restore: Read Me First - Calendar Permissions
These instructions must be followed by each user in the firm. Permission Changes are only necessary during the migration Once the migration is complete, you can remove firm-wide access to your calendar. Prior to calendar entries being imported, each ...