The 2020 Legal Trends Report is now available. Get the latest insights here.

Does the Primary Subscriber need to be a Lawyer?

Objective:

  • I do not have a State Bar Number or Law Society membership number but want to be the Primary Subscriber. 

Environment:

  • Clio Manage

Additional Information:

Answer:

No.

Verifying the new Primary Subscriber's Bar Association or Law Society membership number assists with the verification process. However, there may be some instances where Office Managers are made the Primary Subscriber and so in these instances, the request for the State Bar Number can be removed from the Affidavit prior to being signed and notarized. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality