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How to Upgrade a Clio Manage Subscription

Objective:

  • Upgrade from Starter to Boutique
  • Upgrade from Starter to Elite
  • Upgrade from Boutique to Elite
  • Upgrade my Clio Subscription
  • Upgrade my Pricing Package

Environment:

  • Clio Manage

Additional Information:

Note: This article references features which are being released gradually. You may still be on the previous version of Clio Manage's Plan Upgrade interface. 

Procedure:

  1. Click Settings
  2. Click Account and Payment Info
  3. Click Payment Info
  4. Click Upgrade Plan
  5. Choose the plan you want and click Select

 

 

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