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How do I Change my Firm Name and Address?

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 address in Clio?

Environment:

  • Clio Manage

Additional Information:

  • This change will impact on all Bills, regardless of their state (i.e. Draft, Unpaid, Paid) 
  • This can only be done by an Account Administrator.

Procedure:

  1. Navigate to Settings in the navigation bar
  2. Click Account and Payment Info
  3. Update the name in the Firm name field
  4. Update the Address in the Address fields
  5. Scroll to the bottom of the page
  6. Click Save New Information
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