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How to Enter Law Firm ID For LEDES Billing

Objective:

  • Enter my Law Firm ID
  • Enter my GST Number
  • Enter LEDES Tax ID
  • Enter my Tax ID
  • Enter Vendor Number
  • Where do I enter my Law Firm ID in Clio?
  • Enter missing EIN

Environment:

  • Clio Manage
  • LEDES Bills

Additional Information:

This can only be entered by Account owner or Administrators.

Procedure:

  1. Go to Settings
  2. Click Account and Payment Info
  3. Enter number under "LEDES Law Firm ID, Tax, ID, or GST Number"
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