- Edit co-counsel's initial on Bills
- Clio Manage
Please note that a co-counsel's name and initials can only be edited by the co-counsels themselves in their Clio Connect account.
- Log in to Clio Connect (co-counsel's) account
- Click on the gear icon at the top right corner
- Add a middle name initial in the First Name field (i.e. John F.)
- Enter password
- Click Update information
The timekeeper's initial on the client's bills will now show a three letter initial for the co-counsel.