Refer a Friend to Clio and Get Rewarded

Do you have friends in your network who are struggling with endless paperwork, client requests and month-end billing tasks? Refer them to Clio and get rewarded!

For every referral you point in our direction that purchases Clio within 30 days, we’ll send you a $250 gift card. Gift card options include Visa, Amazon, Home Depot, and more.

And your referral benefits too: They’ll receive 10% off their monthly Clio subscription.*

There’s no limit to the number of referrals you can make, so get your friends on board with Clio!

Law Firm Lifesaver

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Here's how it works

  • Step 1: Refer a friend to Clio.

    Let us know your friend’s name and email via the form above. We’ll send them an email notifying them you’ve referred them to us and let them know about the bonus 10% off their monthly subscription offer.

  • Your friend signs up for Clio.

    Once your friend receives your invitation, all they have to do is sign up for a paid Clio account within 30 days in order to be eligible. You can also send them the link to this landing page that they can use to sign up.

  • Everyone gets paid!

    Once your friend signs up for Clio, you’ll receive your $250 gift card, and your friend will receive 10% off their subscription*.

Frequently Asked Questions

How does the referral process work?  

Once you share the details of the person you wish to refer, we’ll contact them on your behalf tell them about the 10% off their monthly subscription offer if they sign up for Clio within 30 days.

If your referral signs up for Clio within 30 days, we’ll contact you to confirm your gift card of choice from Sendoso; you’ll then receive your $250 gift card via email. You’ll receive the gift card regardless of whether they sign up for an annual or a monthly subscription. Expect 5-7 business days for your gift card to arrive. If it doesn’t arrive in that timeframe, please contact us at [email protected].

Whom can I refer?  

Anyone who isn’t currently a Clio customer is eligible to be referred.

What is the criteria for an eligible referral? 

In order to be eligible for the summer referral reward, a successful referral must:

a) be working at a law firm or a legal-adjacent business;

b) not currently be using Clio, or a member of a firm currently using Clio;

c) not currently be in an active evaluation with Clio;

d) be submitted by someone else who is not a member of the same firm

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 $250 in the form of a Sendoso gift card. However, you do need to submit your referrals before October 31st, 2022 in order to be eligible for the $250 gift card; and for them to take advantage of the 10% off their monthly subscription offer, they must sign up for Clio within 30 days.

 

Is there any way to track the status of my referrals?

We’ll let you know via email once your referral has completed a demo and signed up for a Clio account.