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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How to Change the Co-Counsel Name that Appears on Bills

Objective:

  • Update co-counsel name

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

Your name, as entered in Clio Connect, is how it will be displayed on Bills. This is also how other Clio Users will see your name in the dropdown menus throughout Clio. 

Procedure:

  1. Login to Clio Connect
  2. Go to Settings
  3. Update your First and Last name, as needed
  4. Scroll to the bottom of the page
  5. Click Update Information

 

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