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Clio Single Sign-On

We have built Single Sign On (SSO) functionality for Clio products: creating a unified login experience for customers across Clio products.

With one set of identification (i.e. one email and password—a Clio ID) you can securely login into, and work between, all Clio products. This removes the need to log in multiple times, in multiple places, and juggle different credentials for access to your client and case information.

What is Single Sign On?

What are the key benefits of Clio Single Sign On?

How do I access Single Sign-On?

How do I enable SSO?

What are the password requirements for my new Clio ID?

Does Single Sign-on enable any syncing between Clio Manage and Clio Grow?

 

What is Single Sign On?

Single Sign On is a user authentication process that allows a user to use one set of identification credentials (e.g. one username and password) to access multiple applications (e.g. Clio Manage and Clio Grow). These credentials are your Clio ID.

Who can use Single Sign On?

Only users with matching email logins in both Clio Manage and Clio Grow can use Single Sign On. 

What are the key benefits of Clio Single Sign On?

Clio Single Sign On offers many benefits. It can ensure consistent access control to Clio products and firm data across a law firm, potentially reducing risk and overhead related to secure Clio account management.

Usability - Save time and effort with easy one-click login to any product within the Clio Suite. 

Fewer interruptions - SSO users will enjoy longer session times in Grow.

Enhanced Security - Clio Single Sign-On combines industry-leading security best practices with user efficiency, allowing us to provide secure access to case and client data, reducing risk of breach found in common login processes. SSO users can enjoy the added security of 2FA for their Grow account.

How do I access Single Sign-On?

On login, users who have matching email logins in Manage and Grow will be prompted to link their accounts for Single Sign On when they log in to Manage

How do I enable SSO?

Qualifying users will be presented with an option to link their accounts for SSO on login to Manage. See Clio Single Sign-On (SSO) – Linking Prompt on Manage Login for details on the SSO linking flow.

What are the password requirements for my new Clio ID?

  • Don’t use a password from another site.
  • Don’t use something obvious like your firm’s name, or your name.
  • Use a phrase that is more than 8 characters, the longer the password, the better.
  • We strongly recommend enabling 2 Factor Authentication to enhance the security of your account.

Does Single Sign-on enable any syncing between Clio Manage and Clio Grow?

No, SSO enables seamless access to Clio Manage and Clio Grow, but does not impact any data syncing between the applications.

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