When managing users as it relates to Clio features and functionality, continue to manage these through the Clio settings page.
There are additional settings for Proof that can be managed through the Proof platform by selecting the “Open Proof” button, both as an admin user for the law firm and for individual users.
How can I manage my notifications?
To manage Proof settings for the law firm, navigate to “Settings” from the left menu and then to “Organization Settings” to configure options that apply to all users within the firm. For individual users, they can edit their profile by selecting their name in the upper right hand corner to select which types of notifications they would like to receive and to change their password.
How do I manage my passwords?
Initially, your password information is the same as your Clio credentials. If you would like to change your Proof password you can do so by opening Proof, and clicking the carrot under your name in the upper right to access profile settings. To change your password, select “Password & Security”.
