KCS - How to Change Firm Address on a Bill

Objective:

  • Update firm address 

Environment:

  • Clio Web App

Additional Information:

Please note that this address will appear on all Bills regardless of their state (i.e. Draft, Awaiting Payment, Paid) 

Procedure:

  1. Navigate to Settings (gear icon)
  2. Click Account and Payment Info
  3. Update the firm address below 
  4. At the bottom of the page, click Save New Information

 

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