2017

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

Objective:

  • Change Account Owner
  • Change Originating Subscriber

Environment:

  • Clio Web App

Additional Information:

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

Procedure:

  1. For North American accounts click here
  2. For European accounts click here
  3. Select the new Originating Subscriber from the New Account Owner dropdown
  4. Click Update Account Owner.
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