Objective:
- Where Do I Go to Edit the Name of My Firm That's Showing up in Clio?
- Update firm name
- Change firm name on a Bill
- Edit name of my firm in Clio
- Change firm title in the heading
- How do I change the business name?
- How do I update my business address in Clio?
- How do I update my firm address on a bill?
Environment:
- Clio Manage
Additional Information:
- This change will impact all Bills regardless of their state (i.e. Draft, Unpaid, Paid)
- This can only be done by Users with Administrator Permission.
Procedure:
- Navigate to Settings in the navigation bar
- Click Account and Payment Info
- Update the name in the Firm name field
- Update the Address in the Address fields
- Scroll to the bottom of the page
- Click Save New Information