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
• How to Change PS
• 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 User) Then choose one of the options below or go to Account and Payment Info > Account Administration:
   
   
   • NA: https://app.clio.com/nc/#/settings/account_administration
   • EU: https://eu.app.clio.com/nc/#/settings/account_administration
   • CA:https://ca.app.clio.com/nc/#/settings/account_administration 
     
     if you are not the primary subscriber of the account, the link will not work and not take you where you should be.
     
     
2. Select the new Primary Subscriber from the dropdown
3. Enter your Current Password
   
4. Click Transfer Primary Subscriber