KCS - How To Change Attorney/Non-Attorney Status

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 Web App
  • 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:

New Clio

  1. Click on Settings at the bottom of the left sidebar 
  2. Click Manage Users
  3. Click Edit below any other User name
  4. Scroll to the Subscriber Type section and select the appropriate status
  5. Click Save New Information

Previous Clio

  1. Click on the Gear/Settings icon in the upper right corner
  2. Click Manage Users
  3. Click Edit below any other User name
  4. Scroll to the Subscriber Type section and select the appropriate status
  5. Click Save New Information
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