KCS - How to Update the Firm Phone Number Listed on my Bills

Objective:

  • Updating the firm's phone number on my Bill Theme 

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

  1. Select Settings 
  2. Select Account and Payment Info 
  3. Update or add a phone number in the Phone field under Contacts 
  4. Select Save New Information 

 

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