KCS - How to Change Your Firm Name

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
  • Update law firm name
  • Change firm title in heading

Environment:

  • Clio Web App

Additional Information:

  • This change will impact on all Bills, regardless of their state (i.e. Draft, Awaiting Payment, 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. Scroll to the bottom of the page
  5. Click Save New Information
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