#cliotraining Tip: Find Deleted Bills using Firm Feed

This week’s tip comes from Clio Customer Support Specialist Steve McCauley.

Every now and then, something you need accidently gets deleted, like a Bill. One way to find deleted items is through Firm Feed.

If you want to use the Firm Feed to search for a Bill that was deleted, and see who deleted it, do the following:

  1. Go to the practice Tab.
  2. Scroll down to the Firm Feed.
  3. Click the “More” button.
  4. From the “Type” drop down menu, select “MatterBill.”

Firm Feed automatically adjusts to filter out everything but “MatterBill.” Clio refers to the act of deleting a bill as “removing,” so look for the entries that say “removed.” You will also see who removed the bill, when and the ID number of the Bill.

Remember to check out the Firm Feed section of our Support Site to learn more.

Got a tip to share? Let us know. We’d love to hear them!