Question:

• What Should Clients do If They Sign Up for Clio Connect Directly From Clio's Website?

Environment:

• Clio Manage

Additional Information:

• A Clio Connect account can only be created via the email link that is from the firm that is sharing resources with its clients. 
• Signing up directly from Clio.com will cause the client to register for a Trial Account 
• more information can be found here I Accidentally Created a Clio Trial Account When Setting Up Clio Connect

Answer (choose one):

1. Follow the steps below to cancel your Clio Trial account: 

1. Click Settings
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

2. Contact Clio Support by phone at 1-888-858-2546 ext. 2 and have them release your email.