Signing up for Clio Manage is easy!
Contents
Trialing Clio Manage
Subscribing to Clio Manage
Features and Pricing Plans
Adding Users
FAQ
If you haven't yet started a trial with us, please go here for more information.
When you follow the sign up link on clio.com, you will be directed to this form on a new page.
Once you fill out your information and click the "Start Trial" button, you will be redirected to this page with further instructions to check the inbox of the email address you entered.
Once you have navigated to your email inbox, you will see a new email from Clio asking you to confirm your account. (Sometimes inboxes filter email, so be sure to check your spam folder if you do not see the email from us.)
Once you've activated your account, you'll be brought directly to your new Clio Manage account!
Within your Clio trial, the banner at the top of your account contains a link to Subscribe.
Once you click the link, you will be prompted to select your subscription type.
You can also subscribe to Clio within your trial account by going to the Clio Settings panel then click "Account and Payment Info" in the System column.
Click on the "Payment Info" sub-tab to select your desired plan, Clio billing period (monthly or annual), and enter your credit card information.
Clio has three pricing plans for various sizes and types of law practice. You can find a detail of all features that are available to each pricing plan by clicking here.
The list of available features is growing continually. To keep on top of new features being added to Clio, sign-up for our monthly email newsletter (click here and scroll to the bottom of the page) or check for product update announcements here.
You can upgrade your Clio account to a higher plan level or change your billing cycle period from "30 day" to "365 days" at any time. To upgrade your plan and change billing details, go to your Clio Settings panel then click "Account and Payment Info" in the System column. Click on the "Payment Info" sub-tab then you will see options to make changes.
Please note that both 30 day and 365 day billing cycles will be charged immediately, if you wish to cancel your subscription, this will be scheduled to take place at your next billing date and no further charges will be made. Please refer to our Terms of Service for more information about cancellations and our no refund policy.
You can purchase additional licenses at any point in your subscription in order to invite new users to your account. Purchasing licenses will be charged at a prorated amount and will be available instantly to invite a user. Find out more about adding users here.
FAQ
What if a user leaves my firm, what happens to their license? It will remain open on your account for you to invite another user, or you can schedule it to be removed at your next bill date. Per our Terms of Service, there is no refund for unused licenses.
What if I want to switch to 30 day billing cycle? At the end of your 365 day billing cycle, you can switch to 30 day billing. You will see this option in Settings, in the "Account and Payment Info" area. Click here for more information about updating your subscription and renewal options.
What if I have a Bar Member Benefit discount? If the discount was not applied during sign up for Clio, please contact Clio Support so we can apply it to your next billing date.