Objective:
- Which member of the firm should fill in the personal information page when signing up for Clio Payments?
- Who is supposed to fill in the personal information page when setting up Clio Payments?
- Who's personal information should be used when signing up for Clio Payments?
Environment:
- Clio Manage
Additional Information:
Answer:
The personal information page should be filled in with information pertaining to anyone who owns more than 25% of the firm.