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How do I Edit Co-counsel's Initials?

Objective:

  • Edit co-counsel's initial on Bills

Environment:

  • Clio Manage

Additional Information:

Please note that a co-counsel's name and initials can only be edited by the co-counsels themselves in their Clio Connect account.

Procedure:

  1. Log in to Clio Connect (co-counsel's) account
  2. Click on the gear icon at the top right corner
  3. Add a middle name initial in the First Name field (i.e. John F.)
  4. Enter password
  5. Click Update information

The timekeeper's initial on the client's bills will now show a three letter initial for the co-counsel.

 

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