Objective:
- Update co-counsel name
Environment:
- Clio Web App
- 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:
- Login to Clio Connect
- Go to Settings
- Update your First and Last name, as needed
- Scroll to the bottom of the page
- Click Update Information