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How Do I Update The Firm Information Listed on my Bills?

Objective:

  • Updating the firm's phone number on my Bill Theme 
  • Change firm phone number on Bills
  • Updating the firm's address on Bills
  • Change firm name on Bills
  • Updating the firm name on Bills

Environment:

  • Clio Manage

Additional Information:

You need to have Admin permissions to update Account & Payment information.

Procedure:

  1. Navigate to Settings
  2. Click on Account & Payment Info
  3. Update or add information as needed 
  4. Scroll to the bottom and click Save New Information 

Clio_-_Edit_Account_Settings_2020-01-13_16-52-44.png

 

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