- Updating Firm and Contact information on Secure Payment Link
- Update phone and email address on Secure Payment Link forms
- Clio Manage
The firm and contact information used at the bottom of the Secure Payment Link form is taken from the Firm's contact information in your Clio Settings.
- Navigate to Settings in the navigation bar
- Click Account and Payment Info
- Update any contact information such as the name in the Firm name field, Mailing Address, Phone, Email etc.
- Scroll to the bottom of the page
- Click Save New Information