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How Do I Change My Name in Clio?

Objective:

  • Update User Profile Information
  • Changing User Details

Environment:

  • Clio Manage

Additional Information:

Your name, as entered in your Profile, can be displayed on Bills and in correspondence with Clients through Clio Connect. This is also how other Clio Users will see your down in dropdown menus throughout Clio. 

For steps on changing the Firm name, click here.

Procedure:

  1. Go to Settings
  2. Choose Profile
  3. Update your First and Last name, as needed
  4. Scroll to the bottom of the page
  5. Click Save New Information

 

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