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 invite to Clio from my firm
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:
- Navigate to the Settings panel (gear icon)
- Click Account and Payment Info
- Click Close Account
- Fill in all of the required fields
- If directed, please phone support for verification
- Click Permanently Close Account