When managing a team of lawyers and support staff, Clio’s user specific Firm Feeds are an excellent way to see a record of what certain members of your firm have been doing within Clio.
Accessing the feeds is easy: first, navigate to the ‘Manage Users’ section of the Settings page:
On the next page, you’ll see a list of active Clio users for this account. TIP: If you’re an account administrator, this is where you can add, remove, and make modifications to existing users.
If we want to see what Joan has been up to within Clio, simply click her hyperlinked name. This will take you to Joan’s user profile, with a dedicated Firm Feed that will display any edits or additions she’s made to Clio since registration.
You’re able to use the ‘More’ button to narrow by type of event (if you’re looking for something specific), or just browse the list of entries to see what she’s been doing. With this tip you’ll be able to ensure edits, errors or deletions can be traced.