Configure Setting in Clio Manage

In Clio Manage, you can configure firm-wide and personal settings from Manage settings. Firm-wide settings control your account, users, security, billing, and client-facing tools, while personal settings control your own profile and notifications. A complete setup gives everyone at your firm a consistent and secure workspace.

Open Manage settings

Account administrators have full access to Manage settings. Other users have access to a limited set of settings. Settings sit in three areas: System, Personal, and Clio Settings.

1. Go to the user menu (your avatar, top right) > Manage settings.

System settings

System settings control your account and subscription, users, groups, roles, custom fields, deleted items, security, document integrations, and accounting integrations. Each link requires a specific permission, so the links available to you depend on your role.

Account and Payment Info

Manage your firm details, subscription payment, and account ownership.

• Account Info: Add your firm logo, firm name, mailing address, and contact information. Set the date, time, and number formats and the locale for your account. Enter the LEDES Law Firm ID, Tax ID or GST Number to include on LEDES invoice exports. Client invoices and the Clio for Clients app use this information. Only account administrators can change account information.
• Payment Info: Enter the credit card your firm uses to pay for its Clio subscription.
• Account Administration: Review the primary subscriber and transfer account ownership. Click Review all account roles to review the roles on your account. To change the primary subscriber, confirm your identity first.

Manage Users

Review, add, and edit permissions for account users. Administrators also require users to change their passwords from here.

Groups and Job Titles

• Groups: When you create a matter, you can limit access to members of a specific group. Only administrators set up groups.
• Job Titles: Review the list of job titles added to your account.

Roles and Permissions

Review and edit the roles and permissions that control what each user can access. This page opens in a new tab. Learn more in Roles and Permissions in Clio Manage.

Custom Fields

If your subscription plan includes custom fields, set them up here. Custom fields store extra information on contact and matter records beyond the standard Clio Manage fields. Learn more in Create Custom Fields in Clio Manage.

Recovery Bin

Deleting an item in Clio Manage is permanent. Users with permission to manage the firm can attempt to recover some deleted items from the Recovery Bin, including activities, matters, calendar entries, tasks, and contacts.

Security & Compliance

Manage password rules, firm security, and compliance settings, and review sign-in activity. For some users, this link is labelled Security. The page also includes the Password Security and Compliance tabs.

• Update Password: Change your password during your Clio session. If your account uses Clio sign-in, update your password and multi-factor authentication (MFA) from My Security instead. Learn more in Set Up Multi-Factor Authentication.
• Firm Security: Set firm-wide security requirements, such as MFA. Learn more in Multi-Factor Authentication Settings for Administrators.
• Log In Activity: Review who is signed in to Clio, from which internet protocol (IP) address, and for how long. Learn more in User Security Settings for Administrators.

Documents

Administrators configure document integrations such as Box, Dropbox, Google Drive, and NetDocuments. This area also lists the merge fields available for document templates. You can also turn on document preview here.

Accounting Integrations

Set up the Xero and QuickBooks Online accounting integrations. In the old Clio experience, this link is labelled Bill Syncing.

Aggregate Reporting Participation

Choose whether your firm participates in aggregate reporting. Participation shares anonymised, aggregated reports on system usage and trends. The reports help improve Clio's services and inform educational content for the legal profession. Your app data stays confidential and private, and client information stays confidential and unidentifiable. For questions, email legal@clio.com.

1. Select or clear the Participate in aggregate reporting checkbox.
2. Click Save Settings.

Admin Console

Administer users, licences, and roles for your firm in one place. Admin Console opens in a new tab. It is available to users who can manage users or roles, on accounts where Admin Console is turned on. Licence purchases and subscription changes stay in Manage settings.

Personal settings

Personal settings control your profile, mobile app access, contact and calendar sync, connected apps, text snippets, notifications, Court Rules, and email signature.

Profile

• Your Information: Update your email, name, address, phone number, job title, billing rate, time zone, and other personal details. If your firm uses multiple currencies, set a billing rate for each currency. A time zone that observes daylight saving time (DST) applies DST automatically, so your time zone setting stays the same when DST starts or ends.
• Change Login Email: Change the email address you use to sign in to Clio.
• Personal Performance: Set personal performance metrics to track and graph your performance. Learn more in Clio Manage Detailed Annual Report.
• Profile Picture: Choose an avatar or upload your own picture. The Firm Feed tab on the Today page lists activity on the account and uses this picture to identify the user who performed each action.
• Signature: Upload your signature for invoices on matters where you are the responsible solicitor.
• Maildrop Email Aliases: Add alternate email addresses to send email from Clio. Learn more in Record and Manage Email Logs.

Appearance

Set Clio Manage to dark mode or light mode, or match the mode set in your operating system.

Clio Mobile App

Deauthorise your Clio iPhone, iPad, and Android apps remotely if a device is lost or stolen, or if you forget the PIN on a device.

Contact and Calendar Sync

Set up two-way sync with Google or Microsoft 365. Learn more in Sync Contacts With Google or Microsoft 365 and Calendar Sync and Feeds.

Apps

Third-party application partners build tools that connect directly with Clio. Review and add these applications here.

Text Snippets

Create abbreviations that expand into commonly used phrases. Learn more in Create and Manage Text Snippets.

Notifications

Set email, in-app, and mobile notification preferences for specific areas of Clio Manage. You can also turn on pop-up reminders for important events, tasks, and more. Learn more in Manage User Notifications.

Court Rules

Manage your Court Rules jurisdictions and default settings. Court Rules is available for firms in the United Kingdom.

Communications

Connect your email and set up email and text messaging options. The Communications link is available to users who connect an email account to Clio Manage, and on some plans. Each tab holds one group of settings.

• Email: Connect your email inbox to Clio Manage. Emails and replies file automatically, and you send and reply from Clio. For each connected inbox, choose which emails to file under Show emails for. To add an inbox, click Connect another inbox. Connected inboxes are available in both Clio Manage and Clio Grow.
• Email signature: Create a custom email signature for email sent from Clio Manage. Learn more in Record and Manage Email Logs.
• Email templates: Create reusable templates for email sent from Clio Manage.
• Text messaging: Set up text messaging with clients. Text messaging is available for firms in the United Kingdom. Learn more in Text Messaging in Clio Manage.

Clio Settings

Clio Settings control firm preferences, invoicing, online payments, data escrow, Clio Connect sharing, text messaging, and classic workflows. Some links are available only when your plan or region includes the feature.

Firm Preferences

Each tab holds one group of firm-wide preferences.

• Practice areas: Add, edit, and delete the practice areas you assign to matters. Learn more in Create Matters.
• Matter numbering: Set how your matters are numbered. Learn more in Matter Numbering Scheme.
• Client Portal: Users who manage firm settings choose firm-wide settings for Clio for Clients, such as whether client email notifications include the message content. Learn more in Set Up Clio for Clients.

Invoicing

Users with billing permissions manage invoice settings here. Each tab holds one group of settings. Learn more in Start Billing With Clio Manage.

• General: Set the defaults for creating and sending invoices. Learn more in Configure General Bill Settings.
  • Creating invoices: Set the PDF page size, the default invoice and trust request templates, and the invoice cover page. Set currencies, invoice tax defaults, Legal Electronic Data Exchange Standard (LEDES) billing and code sets, time rounding, non-billable time, invoice states, and invoice notifications. If your firm uses Clio Accounting, set the same default currency in both products so invoices and payments sync.
  • Sending invoices: Choose whether invoices go out with a secure PDF link or an attached PDF. Choose whether invoices go out by text message by default.
• Automated invoice reminders: Set up reminder emails for outstanding invoices. Clients receive the reminders at the intervals you specify. Learn more in Send and Automate Bill Reminders.
• Autocharge: Create a schedule that collects invoice payments from stored payment methods. Learn more in Autocharge Contacts.
• Bill message templates: Store reusable email and text messages for sending invoices.
• Invoice themes: Design the layout of your invoices and trust requests. Learn more in Design Bills With Billing Templates.
• Taxes: Set the tax rates your firm applies to invoices and expenses.
• Payment profiles: Create payment profiles for clients, such as grace periods, automatic interest calculations, early payment discounts, and due dates. Learn more in Payment Profiles.
• Rate tables: Group user rates into categories, and then assign them to matters or contacts. Learn more in Manage User Rates With Rate Tables.
• UTBMS codes: If your firm uses Uniform Task-Based Management System (UTBMS) codes and LEDES invoices, click Go to general settings to select code sets in the LEDES billing section of the General tab. Learn more in UTBMS Codes.
• Expenses: Set rules for hard cost expenses (disbursements) and soft cost expenses (expense recoveries). Learn more in Create and Manage Expenses Entries.
• Protected funds: Keep matter funds from applying to invoices automatically. Learn more in Protect Client Funds.
• Reports allocation: Set how payments distribute across users and activities for reporting. Learn more in Reports Permissions and Settings.

Online Payments

Sign up for Clio Payments, the built-in payment processing feature. Online Payments is available for firms in the United Kingdom and Ireland. Learn more in Get Started with Clio Payments.

Data Escrow

Send a weekly copy of your Clio information and documents to a secure location.

Clio Connect & Sharing

Set up shared resources, online payments, and bill preview settings for the secure co-counsel portal. Learn more in Clio Connect: Law Firm Setup.

• Customization: Add your firm logo and firm name to reflect your firm brand.
• Shared Clio Connect Resources: Review the items shared through Clio Connect.
• Clio Connect Invoice Settings: Turn on invoice template formatting for the invoices your clients review in the portal.

Text Messaging

Set up your firm to send and receive text messages with clients. Text messaging is available for firms in the United Kingdom. Learn more in Text Messaging in Clio Manage.

Classic Workflows

Build and manage automated workflows from templates. In the old Clio experience, this link is labelled Automated Workflows.

Up next

• Create and Manage Text Snippets: Set up abbreviations that expand into commonly used phrases as you type.
• Manage User Notifications: Choose which email, in-app, and mobile app notifications you receive.
• Roles and Permissions in Clio Manage: Control what each user at your firm can access.