Collect eCheck and card payments directly through Clio. Find out how.

Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

I Accidentally Created an Attorney Account

Issue:

  • Created a full paid account by accident 

Environment:

  • Clio Manage

Additional Information:

  • If you're unable to cancel your accoount, please contact Clio Support at 1-888-858-2546 x2. 

Resolution:

You will need to cancel the account that was created. Please follow the steps below:

  1. Navigate to the Settings panel (gear icon)
  2. Click Account and Payment Info
  3. Click Close Account
  4. Fill in all of the required fields 
  5. If directed, please call ouu phone support for verification
  6. Click Permanently Close Account

 

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