fix problems on Clio [iphone]

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—— Run into issues on Clio ? Get help pending when official support gets back to you!

Clio for Law Firms and Lawyers
Info:
company: Themis Solutions Inc.
: https://help.clio.com
: www.clio.com
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Account issue

Inability to file emails directly from mobile

Fix: Use the Clio web app on a mobile browser to file emails directly from there, as it may offer more functionality than the mobile app. OR C... ⇲

Lack of trust account access

Fix: Check if your trust account information is accessible through the desktop version and use it when you need to manage trust accounts. OR K... ⇲

Limited access to financial information

Fix: Regularly check the desktop version for comprehensive financial reports and summaries, and note down key figures for mobile reference. OR... ⇲

Inability to view detailed billing history

Fix: Access billing history through the desktop version for detailed insights and keep a summary on your mobile device for quick reference. OR... ⇲
 
Compatibility issue

No integration with note-taking apps

Fix: Use a note-taking app that allows exporting notes as text or PDF files, which you can then upload to Clio manually. OR Create a system wh... ⇲

Poor integration with QuickBooks

Fix: Export data from Clio and import it into QuickBooks manually to ensure your financial records are up to date. OR Use a third-party integr... ⇲

Lack of mobile version parity between iPhone and iPad

Fix: Use the iPad version of the app for tasks that require a larger screen, as it may have features not available on the iPhone version. OR K... ⇲
 
Customization issue

Inability to customize user interface

Fix: Explore the settings within the app to see if there are any available themes or layout options that can be adjusted to improve usability.... ⇲

Difficult to add or edit clients on the go

Fix: Prepare a template or checklist of client information you need to add or edit, and use it to quickly input data when you have access to the... ⇲

No ability to change file names in the app

Fix: Rename files on the desktop version where this feature is available, and keep a list of file names for reference on your mobile device. OR... ⇲
 
Features issue

Missing features for billing and invoicing

Fix: Use the desktop version for comprehensive billing and invoicing tasks, as it may have more features than the mobile app. OR Keep a manual... ⇲

Missing task assignment features

Fix: Use a separate task management app that allows for task assignments and integrates with Clio, if available. OR Maintain a manual task lis... ⇲
 
Slow issue

Slow performance and lag

Fix: Clear the app cache by going to your iPhone settings, selecting the Clio app, and choosing to clear cache or data if available. OR Ensure... ⇲
 
Support issue

Inadequate client communication portal

Fix: Utilize email or phone communication for urgent matters until the app's communication features are improved. OR Set up a dedicated commun... ⇲
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 what users are saying
Good experience
96.1%

Neutral
2.5%

Bad experience
1.4%

~ from our NLP analysis of 6,964 combined software ratings.

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  1. Data Linked to You: The following data may be collected and linked to your identity:
    • User Content
    • Search History
    • Identifiers
    • Usage Data
    • Diagnostics