- Uninstall any previous version of Click to File from (WIN+X) Control Panel > Uninstall a Program > Click to File > Uninstall
- Download the latest version of Click to File here: http://justclicktofile.com/ctfoutlook2015.exe
- Install by authorizing security prompts and accepting all defaults.
When migrating data to a cloud hosted practice management provider (such as Clio), the Time Matters data export is ok to grab most data such as contacts, matters, and events. But what about emails? Here is a trick that will get all that data out of Time Matters and into an Excel XLSX spreadsheet.
(Note: I used Excel 2007) Continue reading “How to Export Time Matters Data as an Excel Query”
This is an updated post to my previous entry regarding moving LNTPA Practice Advantage 9 to a new server. This time I had to move Time Matters 11 from SBS 2003 server running SQL 2005 SP2 (Server A) to Server 2012 R2 running SQL 2008 R2 Express (Server B). Time Matters specifically has to be installed as a blank database first to let the built in SQL security accounts be created, then you run a SQL query to reset the permissions after attaching the copied MDF / LDF files. Here is how to do it. Continue reading “How To Move a Time Matters and PCLaw Database to a New Server”
When you sync a matter to your local desktop from Clio using Google Drive, every change you make to that folder and its files is reflected in Clio. That includes deleting the folder!
DO NOT DELETE a folder from your My Drive if you are done working on a matter and no longer need it to sync to your computer. This will delete the folder in Clio for everyone!
Instead, when you are finished with a matter and no longer need it to sync to your My Drive, follow these steps to REMOVE the folder:
Continue reading “How to Remove a Clio Matter from My Drive”
When you open a PDF file from Clio (or Google Drive), the file likes to open in your web browser as a preview. Here is how to force Chrome to open that PDF in Adobe Acrobat (or any default PDF application).
Open Chrome and in the address bar, type: chrome://plugins/
Disable “Chrome PDF Viewer” and “Adobe Reader” (click “Disable” – disabled items appear to have a grey background)
Continue reading “Open PDF Files from Clio in Adobe (not Chrome)”
A new type of malware has been discovered that breaks SSL encryption, mainly to insert ads in your browsing. This “Superfish” style vulnerability means that even when you connect to your email, bank, 401(k), or even health insurance site, the connection is being re-routed on the fly to the bad guys servers but your browser will still show that green lock saying the connection is secure.
Please use the following instructions to upload your individual matters to Clio.
1. Open Google Chrome and browse to http://drive.google.com
2. Search your Matter Number. Click the drop down ‘search options’ and check “Search ****.com”. Hit Enter or click the Blue search button.
Continue reading “Uploading Client Documents to Google Drive / Clio”
There are many reasons you may want to use your Google Drive to send a file to a client or colleague. It is a secure way to send very large files easily. In this post, I will outline how to set up Google Drive on your computer to sync your files to the cloud and how to share those files.
Traditional email is like sending a postcard. Every stop along the way (called “hops” on the Internet) can read everything on that postcard / email. This includes the email attachments. There are a few ways around this. You could ZIP encrypt your email attachment, but then a passphrase key must be exchanged separately. You could use PGP encryption for email, but that requires additional setup and configuration on both the sender and receiver’s end. Continue reading “Using Google Drive instead of Email Attachments”
You can use the “Add to My Drive” option in Google Drive web to automatically sync your Clio matter documents to your PC. First, you must install the Google Drive Sync for PC on your computer. Also, you need to update Google Drive web to “Experience the New Drive“. (Click the Settings gear and choose Experience the New Drive). All set? Ok, let’s go!
Continue reading “Syncing Clio Files to your PC using “Add to My Drive””