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How Do I Change the Default Currency in Clio?

Objective:

  • To edit currency used in Clio Manage

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Click Settings
  2. Click Billing
  3. In the Bill Settings tab, scroll down to Default Currency
  4. Select currency from the dropdown
  5. Scroll down to the bottom of the page and click Save Bill Settings

After completing these steps, the Firm Dashboard will display the currency changes immediately.  If a Matter is not displaying the currency change, please refresh the page and the updated currency will now display.

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