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CAAP Guide: Profile Details

  • Adding your Firm's Contact Information and Logo

    Account administrators can modify the firm information and logo—information that can automatically be pulled into the bills you create in Clio. 

    Go to the Settings panel and click on "Account and Payment Info" in the System column.

    When changing account information, click the  button at the bottom of the screen to save your changes.

    Logo and Firm Name

    The logo image that you upload to Clio must be a JPEG, PNG, GIF file type and should not exceed 2MB. 

    Your logo and firm name can optionally appear on your bills and Clio Connect branding

    Contact Information

    By default, your firm address will appear on your bills. Phone, fax, email, and website can be displayed on your bills via your Bill Themes

    Date & Time Format

    By default, the date format used throughout Clio is MM/DD/YYYY.

    Alternate format options are: DD/MM/YYYY and YYYY-MM-DD.

    By default, the time format used by Clio is a 12 hour (AM/PM) format but you can alternately select a 24 hour format.  

    Next Chapter topic: Contacts: Introduction