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How do I change the Owner of a Clio Account?

Objective:

  • How to change the Originating Subscriber (Account Owner)
  • Change who the listed owner is in Clio
  • How to transfer the Ownership of a Clio Account
  • Change Account Owner
  • Change Originating Subscriber
  • Transfer Clio Account Ownership
  • Switching Ownership of a Clio account

Environment:

  • Clio Web App

Additional Information:

Only the Originating Subscriber of an account can change an account's Originating Subscriber.

Procedure:

  1. Add the new Account Owner as a user if not already (Settings > Manage Users > Add)
  2. For North American/Asian accounts: https://app.clio.com/settings/account_owner/edit
  3. For European accounts: https://app.goclio.eu/settings/account_owner/edit
  4. For Canadian accounts: https://ca.app.clio.com/nc/#/settings?path=settings%2Faccount_owner%2Fedit 
  5. Select the new Originating Subscriber from the New Account Owner dropdown
  6. Click Update Account Owner
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