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How To Add a Firm Logo to the Clio for Clients Portal

Question:

  • Is it possible to display our Firms Logo when a client views a Client Portal?
  • Can we customize our Clio for Clients portals to display our firm's branding?

Environment:

  • Clio Manage
  • Clio for Clients

Additional Information:

  • Branding and Logo customization can be carried out within Clio for Co-Counsels by following this guide.

 

Answer:

Your firm name and logo will be displayed in the Clio for Clients Portal. To set up or adjust these items go to Settings>Account & Payment Info>Account Info.

North America

  • 1-888-858-2546 ext 2 (toll free)

Europe, Middle East, Africa:

  • +44-800-433-2546 (UK Freephone)
  • +44-333-577-2546 (UK Mobile Freephone)

Live Chat:

  • Available in Clio

Email:

  • Support@Clio.com
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