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What Features Aren't Available in a Clio Trial Account?

Objective:

  • To gain an understanding of the features available in a Trial vs. a Paid Account
  • What features aren't available in a Clio Trial Account? 

Environment:

  • Clio Manage

Additional Information:

Commonly asked features that are available in a Clio Trial (provided that the firm is on the Advanced Trial): 

  • Clio Launcher
  • QBO & Xero Sync 
  • Third Party Integrations (such as ability to sync with Office 365 and Google)
  • UTMBS 
  • HelloSign 
  • Google My Business
  • Document Automation
  • Data Escrow
  • Court Rules
  • Client Portals and Clio for Co-Counsel
  • Automated Bill Reminders
  • Full Text Search
  • Matter Budgets

Additionally, Trial Accounts without a Credit Card are subject to an email send limit of 15.

Answer:

The following features are not available in a Clio Trial: 

1. Clio Drive

2. Clio Payments

3. Text Messaging 

4. Clio Grow

 

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