Does your firm need to work from home due to COVID-19? Check out these key resources.

How to add Your Lawyer Registered Number

Objective:

  • Where do I Enter my Lawyer Registration Number
  • How do I add a Lawyers Registered Number to Clio for Trust Accounting
  • LSA

Environment:

  • Clio Manage

Additional Information:

Clio has an LSA Trust Report, once enabled the field for Lawyer Registered Number will become available.

To get the LSA Trust Report enabled please contact Support at support@clio.com.

Procedure:

  1. Go to Settings
  2. Select Manage Users
  3. Choose edit under the User you wish to edit
  4. Enter Lawyer Registered Number in the appropriate field

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality