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KCS - How to Upgrade Your Clio Account Pricing Plan

Objective:

  • Learn how to upgrade your Clio Account Pricing Plan manually 
  • Upgrade your Account Pricing Plan without calling Clio Support

Environment:

  • Clio Web App

Additional Information:

You must be a User with Administrator permissions

Procedure:

  1. Click Settings
  2. Select Accounts and Payment Info
  3. Click Payment Info
  4. You will see a list of the three Clio Pricing plans
  5. Click Upgrade under the appropriate plan 
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