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Which Member Of the Firm Should Fill in the Personal Information Page When Signing Up For Clio Payments?

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.

 

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