When the first user within your law firm add’s Proof to Clio, they will be prompted to enter the firm’s address. From there, a payment method will need to be entered prior to submitting your first serve request. This can be accomplished within the “New Serve Request” form or through the settings page within Clio to be selected from the drop down when onboarding a new serve request.

Each user at your firm will need to individually add Proof to Clio which will create them as a user on the Proof platform.

Manage Payment Method from “New Serve Request” Form