2017

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KCS - How To Add a License to an Annual Account Subscription

Objective:

  • To purchase an annual license for a firm member
  • To add a new User or member to a firm account

Environment:

  • Clio Web App
  • Settings

Additional Information:

  • When purchasing licenses always check to see that all licenses are being used first 

Procedure:

  1. Click on the gear icon for Settings
  2. Click Accounts and Payment Information
  3. Click the Payment Info sub tab
  4. Under Subscriptions click Buy More Licenses 
  5. Choose the number of licenses you wish to purchase and click Purchase Licenses

 

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