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We all have our own way of organizing. Some of us are super-organizers, everything in its place and a place for everything. Some of us, a little less so, content with organized piles. When it comes to Matters, we have our own way of numbering them, too.

With Clio, you can change Matter numbering by doing the following:

1. Click “Settings.”
2. Under the “Clio Settings” heading, click “Matter Numbering,” or the icon that looks like a bar code.
3. Below “Available matter numbering schemes” is a box called “Next matter number.” Enter the number you want in that box.
4. To apply the change to all Matters, check the “Update all existing matters to start at this number.”

When you’re ready, click “Update Settings” to apply the new numbering. And that’s it!

You can also change the default numbering scheme, and apply the change to all existing matters by checking the “Update all existing matters to reflect the new numbering scheme” box. Remember to click “Update Settings” to apply the change!

Check out our Matters Support section to learn more about Matters in Clio.

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In an earlier post, we reviewed Google Sync & Merging of Duplicates. While Google Apps and Gmail continue to make inroads into the business world, Microsoft Outlook remains preferred, if not dominate, business email workhorse.

And you can sync Clio with Outlook.

Calendar. Contacts. Tasks. You can sync them between Clio and Outlook. Before doing so, we recommend making a backup of your Outlook data since both your Outlook and Clio data will change. Once you’ve backed up, you’ll need to download Clio Sync for Outlook and then configure it.

It is important to note that you’ll want to setup Clio Sync for Outlook from the computer you want to sync.

Configuring Clio Sync for Outlook requires setting up the following:

• Transfer method.
• Applications.
• Auto Synchronization, or how often you want to sync Clio with your PC.
• Date range.

The Transfer Method lets you choose how you want your data synced:

• Between Clio and Outlook.
• Just from Outlook to Clio.
• Just from Clio to Outlook.

Applications are your Contacts, Calendar and Tasks while Auto Synchronization is how often you want a sync performed. The Date Range, by default, only goes back 90 days, but you can manually change that if you want to sync data older than 90 days.

Once you’ve setup Clio Sync for Outlook how you want, you are ready to sync. And then your PC will sync with Clio based on your Auto Synchronization setting.

For more detailed instructions, check out our Clio Sync for Outlook support page.

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

Ever find yourself reaching for the phone, or composing a new message to ask a client if he or she has looked at a document you sent? Or perhaps you’ve been playing phone tag or email tag.

With Clio Connect and Firm Feed, you can see what your client has accessed, and when:

For example, you can see when your client viewed a secure message you sent, opened a document and even when your client paid a bill. And all this information is viewable from your Firm Feed in your Practice tab, within the Contact Card and within a Matter.

To learn more, check out our Clio Connect support section, and our Firm Feed support section.

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In a previous post, we talked about moving around Clio quickly with tabbed browsing. Sometimes, there are just too many tabs open in a browser window, or multiple browser windows, it’s hard to find the one for Clio. So today, we’re going to walk you through creating a desktop shortcut to Clio.

You can create a desktop shortcut to Clio on a Mac or PC.

To create desktop shortcut to Clio on a PC, do the following:

• Right-click with your mouse on your desktop.
• Select “New.”
• Select “Shortcut.”
• In the “Create Shortcut” screen, copy and paste Clio’s login page: https://app.goclio.com/session/new
• Click “Next.”
• Enter a name for the shortcut, like “Clio.”
• Click “Finish.”

And voila! A shortcut to Clio now sits on your desktop.

Keep in mind the steps for creating a shortcut to Clio on a PC may vary, depending on what version of Windows you are running. For more information, check our Support site.

To create a shortcut to Clio on a Mac, do the following:

• Open Safari.
• Enter Clio’s login URL: https://app.goclio.com/
• Click and drag the Clio icon from the address bar to your desktop.

Now there’s a shortcut to Clio on your Mac desktop.

It should be noted that the shortcut, on Mac or PC, will open in your default browser.

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