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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. If they're not already a user in Clio, add the user who will take over the designation of Primary Subscriber. (Settings > Manage Users > Invite users) Then choose one of the options below:

  2. Select the new Primary Subscriber from the dropdown
  3. Enter your Current Password
  4. Click Transfer Primary Subscriber
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