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:
- Navigate to Settings (gear icon)
- Click Account and Payment Info
- Update the name in the Firm name field
- Scroll to the bottom of the page
- Click Save New Information