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KCS - 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

Environment:

  • Clio Web App
  • LEDES Bills

Additional Information:

n/a

Procedure:

  1. Go to Settings using the gear icon in the top right
  2. Click Account and Payment Info
  3. Enter number under "LEDES Law Firm ID, Tax, ID, or GST Number"

 

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