Objective:
- Disable User who is the only remaining Attorney on the account
- How to change Solicitor to Non-Solicitor
- Update Subscription Plan
- Change Subscriber Type
Environment:
- Clio Manage
- User Settings
Additional Information:
If you are disabling a User who is the last remaining Attorney on the Account, any other User Non-Attorney User must first be changed by an administrator to an Attorney User.
Procedure:
- Click on Settings at the bottom of the left sidebar
- Click Manage Users
- Click Edit below any other User name
- Scroll to the Subscriber Type section and select the appropriate status
- Click Save New Information