KCS - How to Change Your Firm Name

Objective:

  • Update firm name
  • Change firm name on a Bill
  • Edit name of my firm in Clio

Environment:

  • Clio Web App

Additional Information:

This change will impact 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 name in the Firm name field
  4. Scroll to the bottom of the page
  5. Click Save New Information
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