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:
- Navigate to Settings in the navigation bar
- Click Account and Payment Info
- Update the name in the Firm name field
- Scroll to the bottom of the page
- Click Save New Information