3 simple steps to refer a friend
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3. Earn
As a thank you, receive a $500 gift card for every referral who signs up, plus unlock a ClioCon pass for just $699. A pass purchase also enters you to win one of three VIP upgrade packages.
Clio's Referral Program FAQs
How does the referral process work?
- Log into your Referral Rewards Center to get your unique referral link and then share it with law firms in your network. You’ll get a $500 gift card when any law firm uses your referral link to sign up for Clio by August 31, 2026, and your referral will get 10% off their subscription.We’ll let you know when someone uses your referral link to sign up for a demo, and you’ll qualify for the gift card reward if they sign up for a paid account.
Who can I refer? What is the criteria for an eligible referral?
To be considered an “Eligible Referral”, referrals must:
- Be working at a law firm or legal-adjacent business
- Not currently be using Clio or be a member of a firm currently using Clio
- Not currently in an active evaluation with Clio
- Fill out the referral demo form and sign up for Clio within 30 days of filling out that form
- Be located in the United States or Canada
How much can I earn?
There’s no limit to the number of rewards that can be paid out through the referral program. For every successful referral you send us, we’ll pay you $500 in the form of a gift card (delivered through a service called Sendoso). For every referral submission, customers will unlock a pass to ClioCon in Boston this October for $699 ($1,200 off the listed price). A ClioCon pass purchase enters you to win one of three VIP upgrade packages inclusive of $100 Ride Share Credit to use in Boston, x2 complimentary passes to the ClioCon Wrap Party and your hotel stay.
Plus you’ll receive an additional $200 for referring 2 people, an additional $300 for referring 3 people and an additional $600 for referring 6 people. Your referral has to sign up by August 31, 2026 in order for you to be eligible for the $500 referral gift card and for them to take advantage of the 10% discount.
Is there any way to track the status of my referrals?
You can track your referrals by signing into your Referral Rewards Center. To do so:
- Go to www.clio.com/referrals/
- Sign in using your Clio Manage username and password
- Click on your dashboard
Where can I ask questions about Clio’s Referral Rewards Program?
Please reach out to [email protected]—we’re happy to help!
Read terms and conditions for Clio’s Referral Rewards Program.