How Do I Include my Co-Counsel's Middle Name Initial on Time Entries?

Objective:

  • To Display a Co-Counsel's in Time Entries and Bills

Environment:

  • Clio Manage

Additional Information:

The Co-Counsel user must be signed into Clio Connect in order to change any information

Procedure:

  1. Navigate to the Settings page of the Clio Connect Account
  2. In the first name field enter both the First and Middle Name
  3. Click Update Information 

 

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