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I Accidentally Created a Clio Trial Account When Setting Up Clio Connect

Objective:

  • Clicking on Clio Connect link takes me to my firm Dashboard
  • I created a trial account by accident
  • Cannot open Clio Connect invitation link
  • Created trial account by mistake instead of Clio Connect Account
  • I accidentally created a trial account when accepting an invite to Clio from my firm
  • How do I cancel my Clio Trial account?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

You will need to cancel the trial account that was created. To do so, 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 phone support for verification
  6. Click Permanently Close Account
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