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


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


  • Clio Web App

Additional Information:

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


  1. Add the person as a user (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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