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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 Manage

Additional Information:

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

If the Account Owner is no longer at the firm, please follow the instructions listed here.

Procedure:

  1. Add the new Account Owner as a user if not already (Settings > Manage Users > Add) Then choose one of the options below:
  2. Select the new Originating Subscriber from the New Account Owner dropdown
  3. Click Update Account Owner
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