KCS - How do I update my Initials in Clio?

Objective:

  • to change the initials that show up on bills. 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to Settings
  2. Click on Profile
  3. Edit Initials field to change how your own initials appear on an Invoice
  4. Click Save New Information button at the bottom

 OR 

  1. Navigate to Settings
  2. Click on Manage Users
  3. Click Edit under the Firm members name you would like to edit
  4. Click Save New Information button at the bottom
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