Note: This article applies to users with Clio Draft Pro accounts. Users with Pro X or Pro Unified accounts should refer to their relevant article about how to update their profile information.
- Log in to Clio Draft.
- Click your user icon at the top right of your screen, then click Account.
- Fill out all fields in the professional profile section of the page.
- Once completely filled, click Save.
Tip: Clio Draft has the ability to auto-populate information in your professional profile into your forms, reducing the requirements to manually add this information. Make sure to keep you profile information up to date to ensure that the most recent information is being used.
Updating your professional profile information will not update any previously created projects. The updated information will only be reflected on projects created after the profile updates were made.
Updating your professional profile information will not update any previously created projects. The updated information will only be reflected on projects created after the profile updates were made.