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How Do I Change the Primary Subscriber of a Clio Account?


  • 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


  • 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.


  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:

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