Objective:
- Edit Time Keeper initials in LEDES billing
- How to change the Job Title / Position of a Firm User
Environment:
- Clio Manage
Additional Information:
- Your Job Title can be used as part of the Statement of Account section in Bill Themes
Procedure:
- Go to Settings
- Click on Manage Users
- Click the Edit button beside the User you wish to edit
- Scroll down, and under Job Title, select a new position
- If you need to set up Job Titles, click the Setup job titles link
- Click Save New Information at the bottom of the page to save