KCS - 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

Environment:

  • Clio Web App

Additional Information:

Clio has a 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 appropriate field

 

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