KCS - How to Change Account Owner in Clio if Current Owner is no longer at the firm

Objective:

  • Change the Clio Account Owner without access to the current listed owner's email.

Environment:

  • Clio Web App 

Additional Information:

These steps will require a Notary Public with a valid commission, as well as, the new Account Owner's Bar Association or Law Society membership number.

Procedure:

  1. Create a sworn Affidavit stating the following (and modifying as needed):
     
    "I, (NAME), being first duly sworn upon oath, depose and say:  That (NAME OF DEPARTED FIRM MEMBER) is no longer a member of the law firm of (NAME OF LAW FIRM).  I am an active licensed member of the (STATE) Bar, Bar # (NUMBER) and that I am requesting that Clio modify the account information for (NAME OF LAW FIRM) to list me as the Originating Subscriber of the account and therefore should have sole authority to administer the subscription.  The email currently used by me for this Clio account is (EMAIL BEING USED TO LOG INTO CLIO).  Please transfer ownership to this email address."

  2. Have Affidavit notarized by an actively commissioned Notary Public.
  3. Send Affidavit to Clio Support.

 

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