KCS - How to change the Originating Subscriber (Account Owner)

Objective:

  • Change Account Owner
  • Change Originating Subscriber
  • Transfer Ownership
  • Switching Ownership

Environment:

  • Clio Web App

Additional Information:

Only the Originating Subscriber of an account can change an account's Originating Subscriber.

Procedure:

  1. Add the new Account Owner as a user if not already (Settings > Manage Users > Add)
  2. For North American accounts: https://app.clio.com/settings/account_owner/edit
  3. For European accounts: https://app.goclio.eu/settings/account_owner/edit
  4. Select the new Originating Subscriber from the New Account Owner dropdown
  5. Click Update Account Owner
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