Hi everyone! I am a family law attorney that uses Clio and I am trying to take a hard look at all of my processes and see what I can do to help streamline things and provide quality of life improvements. Is there anything that you have done that made a noticeable improvement for you?
Is anyone else experiencing this issue? Clio Support seems designed to keep you from talking to anyone. Far cry from when they started out and I couldn’t get them to leave me alone. Anyone have a good number to talk to a human? TIA!
I’m a sole practitioner with no direct IT support. I use Clio Manage. On my old pc when I was saving an attachment from an email I used File explorer to move into the Clio Matters folder Microsoft One Drive for Business. It worked very well as I could easily put the attachment in the proper sub folder
With my new Pc, saving an attachment defaults to Clio Contacts. I have to sift through many contacts to click on that and then click on Matter folder. And because I have more than 2000 contacts the vast majority who don’t have matters. Clio kicks me into the desktop app.
I can save attachments with the File to Clio in Outlook. The attachments show up in the Documents Folder and not One Drive for Business. I then have to figure out how to move them over so I don’t have to look in both places.
Clio support insists that the default is to Contacts and not Matters (despite me sending them a screenshot from my old computer with the matters as the default).
If anyone has any solutions or if I’m missing an easy work around, please let me know