Limited time offer

Help your friends shine brightly this summer

Refer a friend & get a $500 gift card

Show them how Clio helps you enjoy a stress-free summer

Do you have friends who can’t enjoy their summer because they’re overwhelmed with paperwork, endless client requests, and month end billing tasks?

That kind of stress can dim even the brightest of lights. So help them shine this summer: Refer them to Clio!

For every referral that you point in our direction, we’ll send you a $500 gift card to boost your summer vacation fund. Your friend will receive their choice of 10% off a monthly Clio subscription, or 3 months free on an annual subscription.

There’s no limit to the number of referrals you can make, so ride the referral sunshine beam and help your friends shine with Clio!

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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 or 3 months free on an annual subscription.

  • Step 2: Your friend signs up

    Once your friend receives your invitation, all they have to do is sign up for a paid Clio account prior to October 31st in order to be eligible.

  • Step 3: You receive $500 for your summer vacation fund

    30 days after your friend signs up with Clio, you’ll receive a $500 gift card. Your friend will receive either 10% off their monthly subscription or 3 months free on an annual subscription as soon as they sign-up.

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 or 3 months free on an annual subscription offer if they sign up for Clio on or before October 31st. 

If your referral signs up for Clio within 30 days,  we’ll contact you 30 days after they begin using Clio to confirm your gift card of choice from Sendoso; you’ll then receive a $500 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 form or 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 referred by September 30, 2023 and close on or before October 31st, 2023 to get the $500 gift card via Sendoso
e) Be using Clio for 30 days. Your $500 gift card will be sent after they have been with Clio for 30 days.
f) Be located in the United States or Canada
g) be 21 years or older

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 Sendoso gift card. You will receive your $500 gift card after your friend has used Clio for 30 days. However, you do need to submit your referrals before August 31, 2023 in order to be eligible for the $500 gift card; and for them to take advantage of the 10% off their monthly subscription or 3 months free on an annual subscription offer, they must sign up for Clio on or before October 31, 2023.

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, signed up for a Clio account and used Clio for 30 days.

Lead your friends into the summer sunshine

Refer them to Clio & make your summer a little brighter with an extra $500

Refer a Friend

Offer Details: *The Terms and Conditions that govern this promotion are provided by Themis Solutions Inc. (and its subsidiaries) (“Themis”) also known as Clio. To qualify for this offer, new EasyStart, Essentials, Advanced or Complete plan subscriptions must be purchased on or before October 31, 2023 with the last day to submit a referral being September 30, 2023. Refer a friend to Clio who is not a customer or in an active sales evaluation, if they sign up for a paid Clio account and use Clio for 30 days, you’ll receive a $500 gift card via Sendoso (in USD or CAD). To be eligible for the promotion, the referrer must be in the US or Canada and 21 years or older. Those who qualify for this offer will be contacted by Clio and offered a digital gift card via Sendoso, which will begin to be distributed on or after August 1, 2023. To receive this gift card, a valid email address must be provided. Gift cards will be provided in the currency of the jurisdiction in which the referrer resides (USD or CAD). Clio will monitor abusive or fraudulent behaviour and reserves the right disqualify anyone who violates these Terms and Conditions or Clio’s Terms of Service. All subscription fees paid are final. Only referrals submitted via this official campaign landing page are eligible for the promotion and in the event the same individual was referred, the bonus will be awarded to the individual who first submitted the referral’s information through the official campaign landing page. Clio shall not be liable for and the Customer waives the right to claim any loss, injury, claim, liability or damage of any kind resulting in any way from this Promotion. Clio hereby disclaims all warranties of any kind whether express, implied or statutory in connection with this Promotion.

Offer for 10% off a monthly subscription or 3 months free on an annual subscription is valid only for new subscribers to Clio services. Only purchases made through a Clio sales representative will be eligible for the discount. Purchases made prior to speaking with a Clio sales representative shall not be eligible for this discount. This discount may not be combined with any other offer, except existing member benefit discounts. All of Clio Services will still be subject to the terms of service located at These Terms and Conditions do not supersede Clio’s Terms of Service. Clio’s Terms of Service will govern in case of any discrepancy.

We will use your personal information, which includes your email address and contact information, only to the extent necessary to run this Promotion, such as sending emails related to your referrals. Participation in this Promotion will be deemed as consent for the use of your personal information, subject to the outlined uses.

All intellectual property rights, the content, services, and all materials distributed at or in connection with Clio and this Promotion are owned by Clio, and Clio related companies/ affiliates. You agree not to reproduce, modify, distribute, license, perform, publish, create derivative works from or use for any reason. Copying or distributing any part of the event websites in any medium without Clio’s prior written consent or modifying, creating derivative works, copying, or storing any significant portion of the website or event or any related technology (unless allowed by law) is prohibited.