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How Do I Update The Firm And Contact Information At The Bottom Of A Secure Payment Link Form

Objective:

  • Updating Firm and Contact information on Secure Payment Link
  • Update phone and email address on Secure Payment Link forms

Environment:

  • Clio Manage

Additional Information:

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.

Procedure:

  1. Navigate to Settings in the navigation bar
  2. Click Account and Payment Info
  3. Update any contact information such as the name in the Firm name field, Mailing Address, Phone, Email etc.
  4. Scroll to the bottom of the page
  5. Click Save New Information

 

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