Set Up Account Settings

Have more questions? Submit a request

In Clio, only the Primary Subscriber and users with administrator permissions can change account settings. This includes adding new users and managing account settings.

Tip: Learn more about deactivating and reactivating users, removing unused licenses, and canceling your account in this article.

Understanding account roles

The Primary Subscriber is a type of administrator. This user is the first user who signed up for the account, which makes them the account owner by default. Additionally, this user is the only person who can pass account ownership to someone else and control the firm calendar.

Administrators are users who can make changes in settings, but administrators cannot make changes to the Primary Subscriber’s account. All users with administrator permissions can edit personal and login information and permissions for all other users at the firm, except the Primary Subscriber, by going into Settings > Manage Users.

All other users can use Clio, depending on their permissions, but they cannot change any account settings. Learn more about user permissions in this article.

Account activation and logging in

Note: If you are the Primary Subscriber and you did not receive an activation email, please contact Clio Support for assistance.

When creating and activating a new Clio account, Clio links your email address to you as a single person. This means that you cannot sign up for more than one firm account with the same email address. If you need more than one firm account, you will need to use different email addresses.

If you are using both Clio Manage and Clio Grow, keep in mind that you cannot use different usernames for both products. As per Clio’s Terms of Service, user profiles must have a unique email login and actual name since each user has a single profile associated with their user record. This is important for security and audit log purposes and to identify you in case of account recovery.

If a new user at your firm is having trouble logging in to their account, follow the steps below:

  1. Ask the new user to find and click the sign-up link in their email. If the user has previously been able to access the account, contact Clio Support.
  2. Verify that the new user is using the email address that you sent the invitation email to.
  3. Verify that the new user is a user on the account in Settings > Manager Users.

Note: Firms with only one administrator should contact their internal IT or domain provider to gain access to their email and account. If this does not work, please contact Clio Support. A sworn affidavit will be required to regain access to the account.

 

User invitation (Clio Manage)

In Clio Manage, you can invite a new user to join your account and resend the user invitation. Accounts on a monthly subscription can go into settings and add new users. Accounts on an annual subscription will need to first check how many licenses they have remaining. You can also resend the user invitation if it expires.

Note: If you need to revoke an invitation that has already been sent to a user, you will need to contact Clio Support.

Account licenses Add new user Resend invitation

Follow the steps below to check the number of remaining licenses on the account.

  1. Go to Settings > Account and Payment Info > Payment Info.
  2. Verify how many licenses you have remaining. Click Buy more licenses if you need more.

 

User invitation (Clio Grow)

In Clio Grow, you can invite a new user to join your account, re-send the user invitation, and revoke the user invitation.

Add new user Resend invitation Cancel invitation

Follow these steps to add a new user to your account in Clio Grow.

  1. Go to Settings > Account.
  2. In the User settings section, click Invite user. The new modal will show how many licenses you have remaining on the account.
  3. Complete the user invitation details and click Confirm and send invites. The user will receive an email to finish setting up their account.

 

Change login email (Clio Manage)

Administrators can change the login email for anyone at the firm other than the Primary Subscriber.

Note: Changing the email address used to log in will update the email used for all email correspondence. If you previously synced your email for calendar sync, you will need to re-sync.

Own email login Other firm users

Follow these steps to change your own login email.

  1. Go to Settings > Profile > Change Login Email.
  2. Click Change email.
  3. Enter your new email and your password.
  4. Click Save.

 

Change login email (Clio Grow)

In Clio Grow, administrators cannot change the user login information for other users at the firm. Administrators can, however, deactivate the user and add a new user if necessary. Follow the steps below to change your own login email.

Note: Changing the email address used to log in will update the email used for all email correspondence. If you previously synced your email for calendar sync, you will need to re-sync.

  1. Go to Settings > Personal.
  2. In the Security section, click Manage my security.
  3. Click Edit next to Email address.
  4. Enter your new email and your password.
  5. Click Save.

 

Single sign-on

Single sign-on (SSO) is a user authentication process that allows a user to use one set of identification credentials to access multiple applications. This means that you can use the same username and password to access both Clio Manage and Clio Grow.

Clio SSO ensures consistent access control in Clio products and firm data across your user account, which potentially reduces the risk and overhead related to secure Clio account and management. Some key benefits include:

Usability
Easy one-click login to both Clio Manage and Clio Grow.
Few interruptions
SSO users have longer session times in Clio Grow.
Enhanced security
SSO combines industry-leading security best practices with user efficiency, which allows us to provide secure access to case and client data; thus, reducing the risk of breach found in common login processes.

Tip: Add an additional layer of account security by enabling two-factor authentication (2FA). Learn more about 2FA in this article.

Important: All users with matching email logins for both Clio Manage and Clio Grow will be required to link for SSO.

Users will automatically be prompted to use SSO when they log in to Clio Manage. You can skip the SSO linking process up to a maximum of five times. If you do not want to link your accounts, you will need to change the email that you use to log in to either Clio Mange or Clio Grow. Saving any work in progress is recommended before enabling SSO. To enable SSO:

  1. Click Enable single sign-on.
  2. In the account linking details page, click Continue.
  3. Create a strong password for both accounts and then click Create password.

Note: If your first and last names are not an exact match across Clio Manage and Clio Grow, you will see a different screen where your Clio Grow name will be revised to match your Clio Manage name.

 

Text snippets

Text snippets are helpful abbreviations for commonly used phrases that you can use throughout Clio to automatically fill in text. Once enabled and created, all you need to do is type one of the abbreviations into a text entry field in Clio Manage. The abbreviation will automatically become the full expanded phrase, allowing you to quickly and efficiently track your work. You can use text snippets in the following fields:

  • Matters: Description field when creating a new matter or editing an existing matter.
  • Transactions: Description field in the matter's Transactions subtab and the Accounts tab.
  • Notes: Subject and Detail fields in the matter.
  • Tasks: Name and Description fields when creating or editing tasks.
  • Expense entries: Description field when creating or editing expense entries. 
  • Time entries: Description field when creating or editing time entries. 
  • Bill payments: Description field in the record payment window.
  • Calendar entries: Summary. Location, and Description fields when creating or editing calendar entries.
  • Communications: Subject and Body fields in all communication types (phone and email logs, secure messages, text messages).

Note: Each user needs to configure their own text snippets. Additionally, text snippets are case sensitive and limited to 255 characters.

Add Edit Delete
  1. Go to Settings > Text Snippets.
  2. Click Add.
  3. Enter the abbreviation under Snippet, and then enter the whole expanded phrase under Phrase.
  4. Optional: Check the box for Whole word.
    • If you check this box, you will need to type in the abbreviation and then click the space bar on your keyboard in order for the word or phrase to fill in. If you do not check this box, the abbreviation will automatically become the whole word once entered.
  5. Click Save.

 

Need more help?

Was this article helpful?
0 out of 0 found this helpful