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

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:

  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

 

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