Objective:

• Move from Boutique pricing plan to EasyStart
• Change subscription from Boutique to EasyStart

Environment:

• Clio Manage

Additional Information:

• When you downgrade, there may be data loss associated with the removal of those features. This is only if you were using any of those Boutique features not included in Starter.

Answer:

• Custom Fields
• 3rd Party integration partners like Zapier, QBO, & Xero, etc
• Office 365 / OneDrive for Business Integrations
• Text Message Calendar Notifications and Reminders
• Clio Launcher
• Advanced Document Automation
• Court Calendaring Rules (Jurisdictions)
• Clio Drive
• Clio for Clients Secure Client Portal
• Clio for Co-Counsel Portal
• Originating Attorney Reporting
• Approve and Apply Trust
• Document E-Signatures (Reduced to 3 e-signature requests per user per month)

Need access to more features in Clio? Explore our plans.