Q&A
- What custom questions can I use?
- How can I edit contact details?
- How does the people group box element work?
- How do I delete a matter?
- How to link & sync to an existing matter in Clio?
- Can my client take multiple questionnaires?
- How do I share documents with a client?
- How to add a conditional section to your questionnaire
- How to set gender choices for questionnaire?
- How to export the information from a matter?
- How to block further changes by the client on a questionnaire?
- How do I set a questionnaire to unsubmitted?
- How to export a list of client email addresses?
- Can I ask repeating questions for each child or advisor?
- Can I duplicate a questionnaire?
- How to switch to annual billing?
- How can I delete a questionnaire?
- Can I access the questionnaire internally to complete it for a client?
- How long will my client have access to the documents I uploaded in DecisionVault?
- Will the system send a reminder to the client users who have not yet submitted their questionnaire?