Objective:

• How to change the Job Title / Position of a Firm User

Environment:

• Clio Web App

Additional Information:

Your Job Title can be used as part of the Attorney Summary module in Bill Themes. To enable the Attorney Summary, click here.

Procedure:

1. Go to Settings
2. Click on Manage Users
3. Click the Edit button beside the User you wish to edit
4. Scroll down, and under Job Title, select a new position.
   • If you need to set up Job Titles, click the Set up job titles link.
5. Click Save New Information at the bottom of the page to save.