Changing the Account Owner

The account owner is the first person that signs up for the Clio account and this account has control of the Firm calendar. If you need to change the account owner, you can do so as follows:

1. The current account owner will choose the new owner via the drop-down after clicking on the appropriate link:

North American accounts will go to https://app.clio.com/settings/account_owner/edit

European accounts will go to https://app.clio.eu/settings/account_owner/edit

2. Click on "Update Account Owner".

That's it! Now the ownership will change to the new owner.