Knowledge base

General (1)

Default solution category, feel free to edit or delete it.

Getting Started (3)

• Installing Software: TeamViewer (Additional steps for a Faster Law PC)
• Outlook Issue with Microsoft
• Switching Users

Faster Drive (3)

Articles (20)

• Faster Drive: Where is data stored?
• Faster Drive: File Locking and Concurrent Editing
• Faster Drive: What causes File Downloads to show in the Clio Firm Feed?

View all 20

Feature Requests (17)

• Faster Drive: Ability to view Communications in Faster Drive
• Faster Drive: "Preserve To Clio" instead of "Save As"
• Faster Drive: Additional Matter Organization Settings

View all 17

Known Issues (20)

• Faster Drive: Microsoft Word Redline documents cause slowness
• Faster Drive: Save as PDF File Opens with Browser
• Faster Drive: Cannot Browse Folder with Thousands of Files

View all 20

Faster Suite Information (13)

Policies (8)

• Policies: Subscription Policy/Purchase Policy
• Policies: Third Party Integration Policy
• Policies: GDPR Security Policy

View all 8

Known Issues (13)

• Clio Inaccessible: 12/1/2022 Faster Suite not able to connect to Clio
• Faster Suite: Log In Screen Freezes After Selecting Clio Region
• General: Version 20.10.03 High RAM Usage

View all 13

Announcements (3)

• Application Status
• Faster Suite is Back Online
• Promotional Discounts

Licensing (4)

• Licensing: Adding Users
• Licensing: Removing Users
• Licensing: Signing in from Multiple Locations

View all 4

Installation (16)

• Uninstall: Basic Uninstall
• Update: To the Latest Version
• Uninstall: Advanced Uninstall

View all 16

Faster Suite Feature Requests (33)

• Faster Suite: Screen Reader Compatibility
• General: Attachments in New Note
• General: Matter Budget Option

View all 33

Advanced Troubleshooting (10)

• Advanced Troubleshooting: How do I find prior version settings?
• Advanced Troubleshooting: How do I check what versions of Faster Suite I've previously had installed?
• Advanced Troubleshooting: Where are Faster Suite system files stored and what can I find there?

View all 10

Webinars (15)

• Webinar: Episode 1 - Four Tips and Tricks to Effectively Using Faster Time
• Webinar: Episode 2 - Set Up For Success
• Webinar: Episode 3 - Advanced Faster Drive Training

View all 15

Blog Articles (6)

• Blog: What kind of computer do you recommend I purchase?
• Blog: Time Entries that Cost You Money
• Blog: Related Contacts vs Contact Custom Fields

View all 6

Security (3)

• Security: OpenDns Url Classification Error
• Security: How do I remotely disable Faster Suite access?
• Security: What Ports and Protocols does Faster Suite Use?

General (14)

• Faster Suite: Invalid System Configuration
• Faster Lawcademy
• Advanced Features: Configuring Group Policies

View all 14

Feature Requests - Most Likely Not (13)

• Faster Mail: Distinguish Email Signature image from Other images in Email.
• General: Connecting Faster Suite to Clio Connect
• Audio Transcriber: Uploading non-MP3 audio files

View all 13

Third Party Bugs (18)

• Unable to save templates / Documents not generating properly from templates
• Faster Drive - Documents fail to upload or open
• Documents in Clio not showing up in Faster Drive

View all 18

FAQ (1)

General (3)

• Faster Drive: Keyboard Navigation in Windows File Explorer
• How do I set Chrome as my default browser?
• Procedure for Handling Clio Outages or Other Major Issues

Accounting Export (2)

Articles (1)

• Accounting Export: Overview

Feature Requests (1)

• Accounting Export: Export to QuickBooks

Action Chaining (3)

Articles (9)

• Action Chaining: New Communications
• Action Chaining: New Task List
• Action Chaining: New Tasks

View all 9

Feature Requests (2)

• Action Chaining: Save + Task Options
• Action Chaining: Include Copy of Email when using Save + Task

Known Issues (1)

• Action Chaining: Save + Time Doesn't Automatically Fill in the Description in Beta Version

Audio Transcription (2)

Articles (2)

• Audio Transcriber: Overview
• Audio Transcriber: Pricing

Feature Requests (1)

• Audio Transcriber: Ability to replace speaker designations with names in transcription

Browser Link (3)

Articles (11)

• Browser Link: Enable Faster Suite Launcher for Clio Protocols
• Browser Link: Using Browser Link and PACER
• Browser Link: Installing Browser Link

View all 11

Feature Requests (3)

• Browser Link: Option to Open File or Folder
• Browser Link: Firefox Browser Extension
• Browser Link: Open Files from Communication

Known Issues (1)

• Browser Link: Files Not Opening when Clicking Links in Clio

Click to Call (3)

Articles (9)

• Click to Call: Overview
• Click to Call Scripting: Nextiva
• Click to Call Scripting: "Classic" Skype

View all 9

Feature Requests (1)

• Click to Call: Generate Text Messages from Templates

Known Issues (1)

• Click to Call: "Other" type Phone Numbers Not Appearing in Search

Composing Emails (2)

Articles (1)

• New Email: Creating New Emails with Faster Suite

Feature Requests (8)

• Composing Emails: Order of Email Addresses
• Composing Emails: Include Signature
• Composing Emails: Set up like Faster Invoicing Interface

View all 8

Conflict Check (3)

Articles (1)

• Conflict Check: Overview

Feature Requests (8)

• Conflict Check: Relaxed Matching Results Status
• Conflict Check: Customize name of generated Conflict Check Report
• Conflict Check: Save to multiple matters

View all 8

Known Issues (2)

• Conflict Check: Hyphenated Names
• Conflict Check: Search Expense Entries default tied to Time Entries

Document Tools (6)

Custom Field Creator (1)

• Custom Field Creator: Add your own custom fields to the Custom Field Creator

Document Comparing (2)

• Document Compare: Only Latest Version Shown
• Document Compare: Comparing Different Versions of the Same Document

Document Sharing (3)

• Document Share: Sharing Documents Internally
• General - Share links to documents with clients
• Document Share: Custom Text

Draftify and Finalize (9)

• Draftify and Finalize: Generate Document Without Tracked Changes
• Draftify & Finalize: Document Ids Vary from Clio
• Draftify and Finalize: Password Protected PDF

View all 9

Electronic Signatures (1)

• Electronic Signatures: Requesting Electronic Signatures

Document Automation (3)

• Document Automation: Converting PDFs to Word Documents for Use as Templates
• Document Automation: Working With Clio Templates in Faster Drive
• Mass Producing Documents from Clio Templates

Faster Mail (3)

Articles (18)

• Preservation Prompts: Disable automatic prompts for email filing
• Faster Mail: Outlook Organization Settings
• Faster Mail: How to Use Faster Mail

View all 18

Feature Requests (42)

• Faster Mail: Select Subject Length to Save
• Faster Mail: Preserve Email Keyboard Shortcut
• Faster Mail: Offline Preservation

View all 42

Known Issues (25)

• Connecting to Outlook: Web Version
• Faster Mail: Emails are Preserved to Clio Twice
• Faster Mail: Matters not automatically selected for emails containing CMID#

View all 25

Faster PACER (3)

Articles (2)

• Faster PACER: Overview
• Faster PACER: Does not work every time

Feature Requests (8)

• Faster Pacer: US Court of Appeals Pacer System Option
• Faster Pacer: Inbox Monitoring Selection
• Faster Time: Option to open the work report with all categories expanded or collapsed

View all 8

Known Issues (1)

• Faster Pacer: Pacer Saver Not Functioning Properly

Faster Ribbon (2)

Articles (1)

• Global Settings: Updating Policy

Feature Requests (10)

• Faster Ribbon: Add Time in Note Entry
• Faster Ribbon: Set Email Reminders When Creating a New Task
• Faster Ribbon: Shortcut Hot Keys

View all 10

Faster Scan (2)

Articles (2)

• Faster Scan: How to disable Faster Scan
• Faster Scan: Automatically Importing Scanned Documents to Clio

Feature Requests (5)

• Faster Scan: Remove Duplicate File Extension
• Faster Scan: Allow Blank Folder Destination Setting
• Faster Time: Ability to Associate Matters to Email Attachments

View all 5

Faster Snippets (3)

Articles (21)

• Faster Snippets: Clio Snippets Everywhere
• Faster Snippets: Snippet Organization and the Snippet Preview Window
• Faster Snippets: Personal and Shared Snippet Libraries

View all 21

Feature Requests (10)

• Faster Snippets: Offset Dates
• Faster Snippets: Single Initial Token
• Faster Snippets: Ability to Pull Image with Avatar Token

View all 10

Known Issues (1)

• Faster Snippets: Rich Text Formatting

Faster Time (3)

Articles (15)

• Faster Time: Related Activities
• Faster Time: Website Tracking
• Faster Time: Custom Application Tracking

View all 15

Feature Requests (35)

• Faster Time: Individual Time Entries From Selected Batch
• Faster Time: Customize Matter Organization on Faster Time Work Report
• Faster Time: Share Work Report

View all 35

Known Issues (7)

• Faster Time: Firm Users in Time Entry Screen
• Faster Time: Opening files from Work Report
• Faster Time: Zoom Application Time Tracking

View all 7

Faster USPTO (2)

Articles (2)

• Faster USPTO: Overview
• Faster USPTO: Pricing

Feature Requests (1)

• Faster USPTO: PTABE2E Functionality

HotDocs Answer Mapping (2)

Articles (1)

• HotDocs Answer Mapping: Overview

Feature Requests (3)

• HotDocs Integration: Export Mappings
• HotDocs Integration: Documents field for custom answer mappings
• HotDocs Integration: Name HotDocs answer files specifically per matter

Invoice Reminders (2)

Articles (1)

• Invoice Reminders: Overview

Feature Requests (7)

• Invoice Reminders: Change Default Font
• Invoice Reminders: Save Changes Button for Templates
• Invoice Reminders: Hyperlink Text

View all 7

Reporting (1)

Feature Requests (4)

• Reporting: Matter Budget Report
• Reporting: Save Generated Report Templates
• Reporting: Print Generated Reports

View all 4

Request Tracker (2)

Articles (1)

• Request Tracker: Overview

Feature Requests (16)

• Request Tracker: Manage Columns on Manage Request Screen
• Request Tracker: Scrollbar On Manage Request Screen
• Request Tracker: Action Chaining Option

View all 16

Split Billing (2)

Articles (2)

• Split Billing: Overview
• Split Billing: Correcting an Execution Mistake

Feature Requests (8)

• Split Billing: Configure Multiple Parent Matters
• Split Billing: Change Billing Preference of Split Activities
• Split Billing: Remove Configured Splits from Execute Screen

View all 8

Telephony (2)

Articles (1)

• Telephony: Faster Suite's RingCentral Integration

Feature Requests (8)

• Telephony: Enter Time On RingCentral Note Pop Up Screen
• Telephony: Track Telephony Apps
• Telephony: Escape button and Add Contact from Note Screen

View all 8

Ring Central (2)

Feature Requests (1)

• RingCentral: Track Time on Inbound Calls

Known Issues (2)

• RingCentral: Unable to Authenticate Credentials - August 2022
• RingCentral: Text Message Preservation Prompting

Optical Character Recognition (1)

Feature Request (1)

• Optical Character Recognition: Support More Image Formats

Backup Clio Documents (1)

Articles (3)

• Backup Clio Documents: Methods to Backup Clio Documents
• Backup Clio Documents: Exporting Documents from Clio
• Backup Clio Documents: Filtering options for exported documents

Product Review (1)

Articles (1)

• Video Reviews: How to prepare and what to expect