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Attend one of our Training Webinars! -- Clio's Comprehensive Guide to Setting Up Your Account for Success Start Learning Now ------------ End Comprehensive Guide Banner --------------- -- 2017 Download for FREE -- Clio Con New Orleans - Sept. 25 & 26, 2017 - TICKET SALE on now until Sept. 30th!  $124.75 - $199 Order tickets before they're gone! ---------------- End Clio Con Banner --------------- -- << Back to your Clio account -- Submit a request -- Sign in Search All Articles Search Clio Manage Search Clio Grow Search All Articles Search Clio Manage Search Clio Grow Search Internal -- -- INTERNAL PORTAL OMG (styling to come) -- Popular content The Clio Add-in for Microsoft Outlook Setting up Clio Payments Clio's Gmail Add-on Setting up a Payment Plan Clio and QuickBooks Online Installing Clio Launcher Clio Training Videos Clio Product Updates Clio App Directory Clio Performance Browsers Print Help Centre Article Content Without Search History Data Migrations (Internal) Migrations - Internal How to Export Data from BillQuick How to Export Data from QuickBooks Professional Services What Data Can I Migrate from QuickBooks Professional Services to Clio? What Data Can I Migrate from Infusion Soft to Clio? Clio Grow Reports Reports Can I Filter by Tags When Running Reports? Can I run an Originating Attorney Report in Clio Grow? Is There a Report in Grow that Shows Client's Name and the Referral Source? Pipeline Pipeline Can I View Other User's Pipeline in Clio Grow? How to Default the Pipeline to Only Show My Matters in Clio Grow Clio Grow Matters Matters Can I Bulk Reassign the User on Matters in Clio Grow? Is it Possible to add Multiple Clients to a Matter in Clio Grow? Can I Bulk Edit Matters' Status in Clio Grow? How Do I Edit Value of a Matter in Clio Grow? How to Use the Quick Intake to Create a new Matter in Clio Grow How to Create an Auto-Reminder Date for a Form in Clio Grow See all 7 articles Matter Types Can I Set Matter Numbers in Clio Grow? Why is my Matter showing as Unassigned in Clio Grow? Custom Fields Can I Add an Attorney to the Primary Attorney Custom Field Drop Down? Video: Custom Fields Overview (Clio Grow to Clio Manage) Lead Inbox Lead Inbox How Do I See a Note From a Lead After Adding It As a Contact? Clio Grow Lead Inbox Intake Workflow Templates ★ Using the Intake Form Templates in Clio Grow What is a Workflow Template? Tasks How to Edit a Task in Clio Grow Forms Intake Forms Can You Change The Color On Forms? Can You Bulk Export Intake Forms on Clio Grow? How Do You Export an Intake Form on Clio Grow? Can You Create Merge Fields on an Intake Form? Are Clio Grow Public Intake Links Secure When they are being Submitted? Can I Customize the Layout of Intake Forms in Clio Grow? See all 12 articles Form Templates How Do I Add Form Link to Appointment in Grow Form Builder Why is the Add Fields Section of the Intake Form Builder Greyed Out? Issue: Grow Form Builder Question or Title With Only Spaces Shows as "Value" On The Saved Form Clio Grow Email and Calendar Sync Email Sync Why are my Emails Bouncing Back? Will Emails Sent from Clio Grow Sync over to Clio Manage as Communications when a Matter is Exported? Email Campaigns MailChimp Will New Contacts Added in Clio Grow Automatically Add to Email Lists in MailChimp? Email Templates Can I Send a Mass Email From Clio Manage? Clio Grow Documents eSignature ★ When Does the "Sign Date" Field get Filled out? Can I limit who Signs Documents Sent Through Clio Grow? Do I get Notified when a Client Signs a Document in Clio Grow? Can I Create Recurring Reminder Emails in Clio Grow Documents Crossed Circle Error When Clicking Continue to Send Document for Signature in Grow How do I Send a Link to a Clio Grow Document Outside of Clio Grow? How do I Justify Text in a Text Editor Document Template? Why Won't My Signature Image Upload to a Document in Clio Grow? How Do I Upload My Signature Image to a Document in Clio Grow? Can I Change the Number of Signers in Clio Grow without Editing an Existing Template or Creating a New One? See all 10 articles Document Templates Is there a Merge Field for an Appointment Date in Clio Grow How do I add Fillable Fields to a Text Editor Template in Clio Grow? How do I Create a Retainer Agreement for Clio Grow and Keep my Word Document Formatting? How to Add a Checkbox to Document Template in Clio Grow Clio Grow Contacts Tags How To Create New Tags In Clio Grow Lead Source How Do I Create a Lead Source in Clio Grow? Contact Custom Fields What is the Difference Between Matter Custom Fields and Contact Custom Fields Contacts Can I Change A Company Contact To A Person in Clio Grow? Cannot Find Notes in Grow Appointments Clio Scheduler Cannot See New Appointment Type Blue Button Under Appointment Types in Grow Why Do My Synced Calendar Events from Clio Grow to Google Calendar Show up with a Later Time? Is It Possible to Set up Scheduler Booking Restrictions? Can Clio Scheduler Add Lead Info to the Calendar Event When An Appointment Is Booked "Sorry, this link isn't valid" Error When Using Clio Scheduler Link How Do I get The Lead Information to Populate an Event created by Clio Scheduler? See all 14 articles Clio Grow Account and Subscription User Management Users Not Receiving Email Notifications (Clio Grow) Account Management Why Am I Still Seeing Charges from "Lexicata" When My Lexicata Account Was Migrated to Clio Grow? How do I Remove an Unused License in Clio Grow? Accounting Clio Accounts ★ What Does The Running Balance Calculate? Where Can I View Bank Account Details in Clio Manage? How do I Export Transactions from a Matter? Can I Approve and Apply Funds from Client's Operating Balance with One Click? What is a Sort Code? Video: How to Create Accounts in Clio See all 12 articles Trust Accounting Can Trust Transactions in Quickbooks Be Imported into Clio? Why Does My Matter Have a Negative Trust Balance? Video: Evergreen Management Overview Evergreen Management Should I Apply Trust Funds to a Bill Before or After Sharing the Bill With my Client? How to Transfer Client Funds from Operating to Trust? See all 14 articles Quickbooks Online What Does the "aggregate line item taxes on QuickBooks Online invoices" Setting Do? Can I See the Last Time and Date Quickbooks/Xero Was Disconnected/Connected to Clio? Can You Sync More Than One QBO Account To Clio? How Can I Stop Trust Transactions from Syncing with Quickbooks Online? How Do I Check If Quickbooks Online is Synced with Clio? How Do I Disconnect From Quickbooks Online? See all 30 articles Quickbooks Desktop "Error on Line #: Imported record has an invalid date. it should be MM/DD/YY" Error When Importing IIF File to Quickbooks Desktop How to Merge Contacts within Quickbooks Desktop How Does Clio's Quickbooks Desktop Export/Import Work? How to Export from Quickbooks Desktop How Do I Export My Bills From Clio To Be Used In Quickbooks Desktop? Video: Clio + QuickBooks Desktop See all 11 articles Xero My Bill in Clio is Not Syncing to Xero Why Do Australian Accounts Require Two-Factor Authentication Before They Can Use The Xero Integration? Xero Sync Improvements - FAQ Xero Integration: Sync Improvements Xero: Configuring your Integration Why is the "Match Clio Payments To Xero Bank Account" Dropdown Empty? See all 13 articles Clio Manage Settings User Permissions Can I Hide The Hours In Time Entries From Other Users? What Permissions Do Administrators Have? 'This Page Isn't Working' Error When Trying to Access Clio Manage Login Page Unable to Save Changes to Account Information...