How do I change the Primary Subscriber 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
  • How to change Owner of the account
  • How do I change the Owner of a Clio Account
  • Switching Ownership of a Clio account

Environment:

  • Clio Manage

Additional Information:

Only the current Primary Subscriber/current Account Owner of an account can change an account's Primary Subscriber.

If the current Primary Subscriber is no longer at the firm, please follow the instructions listed here.

Procedure:

  1. Add the new Primary Subscriber as a user if not already added (Settings > Manage Users > Add) Then choose one of the options below:

  2. Select the new Primary Subscriber from the New Account Owner dropdown

  3. Click Update Account Owner
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