Your Winter Referral Program—Now with More Rewards!

Our Winter Referral Program is back—and with more ways to earn rewards for both you and your friends!

What’s in it for you? Every referral that signs up with Clio gets you a $250 gift card—and you get a $100 Visa gift card when you refer someone to Clio Payments (this works for both new and existing customers). 

What do your referrals get? Every referral you send us will get 10% off their Clio subscription, plus a $100 Visa gift card when they start using Clio Payments. 

Gift card options include Visa, Amazon, Home Depot, and more—and there’s no limit to the number of referrals you can make, so get your friends on board with Clio! 

Holiday Referral Landing Page - Masthead

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Here's how it works

  • Holiday Referral Step 1

    1. You refer a friend to Clio

    For every friend you refer, we’ll let them know you referred them with details on what we’re offering (please use your friend’s business email).

  • Holiday Referral Step 2

    2. Your referral signs up with Clio

    When they sign up within 31 days, they’ll get 10% off their Clio subscription—and you’ll get a $250 gift card.

  • Holiday Referral Step 3

    3. Your referral starts using Clio Payments

    When your friend sets up Clio Payments and processes their first transaction, you’ll both get a $100 gift card (please see [additional details] below). Both new and existing Clio customers are eligible for this offer!

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 to: tell them about the 10% off their monthly subscription for Clio Manage offer and/or tell them about the $100 gift card reward for activating Clio Payments.

 

If your referral signs up for Clio Manage or Clio Payments within 31 days, we’ll contact you to confirm your gift card of choice from Sendoso; you’ll then receive your $250 gift card via email for every successful Clio Manage referral and a $100 Visa gift card for every successful Clio Payments referral. 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. For referrals that close over the Christmas holidays, the referrer will receive their gift card the first week of January. 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 to Clio Manage. Anyone who is using Clio Manage but isn’t using the LawPay integration or Clio Payments and is located in the USA is eligible to be referred to Clio Payments.

What is the criteria for an eligible Clio Manage referral?

In order to be eligible for the Clio Manage 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

What is the criteria for an eligible Clio Payments referral?

To be eligible for the Clio Payments referral reward, a successful referral must:

a) be using Clio Manage

b) be not using Clio Payments or the LawPay integration

c) be submitted using the email address they use to login to Clio Manage 

When will my friend who adopted Clio Payments receive their $100 Visa gift card?

In order to be eligible for the $100 Clio Payments referee reward, the new Clio Payments customer must: 

a) be a successful Clio Payments referral, which means that they’re not already using Clio Payments or the LawPay integration  

b) process a credit card transaction via Clio Payments 

c) must be submitted using the email address that the referee (new Clio Payments customer) uses to login to Clio Manage 

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 Clio Manage referral you send us, we’ll pay you $250 in the form of a Sendoso gift card. Plus if you refer a fellow Clio customer to Clio Payments, you’ll earn an additional $100 Visa gift card. However, you do need to submit your referrals before December 31, 2022, to be eligible for the $250 Clio Manage referral reward and the $100 Clio Payments referral reward; additionally, referrals must sign up for Clio within 31 days to receive 10% off their subscription. For Clio Payments referrals, the referrer must sign up for Clio Payments and collect their first first payment within 31 days of creating their account to receive their $100 Visa gift card.

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

We’ll let you know via email once your referral has completed a trial of Clio Manage and signed up for a Clio Manage account or if they’ve enabled Clio Payments.

Ready to start earning rewards?

Referrals must be submitted by December 31, 2022.

Refer now

*To qualify for this offer, referrals must purchase new EasyStart, Essentials, Advanced, or Complete plan subscriptions by January 31, 2023. Refer a friend to Clio Manage, and if they sign up for a paid Clio Manage account by January 31, 2023, you’ll receive a $250 gift card. Refer a friend to Clio Payments and if they sign up and process their first payment within 60 days of becoming a Clio customer (or within 60 days of being referred for existing Clio customers), you will receive a $100 gift card. Referrals who sign up with Clio Manage within 30 days of being referred will receive a 10% discount on their subscription, and those who sign up for and process a payment with Clio Payments within 60 days of becoming a Clio customer (or within 60 days of being referred for existing Clio customers) will receive a $100 gift card.  Both of the Clio Manage and the Clio Payments offers are only applicable for customers located in North America. All gift cards will be awarded in the currency in which the recipient resides. Gift cards for referrals that come in between December 19th and December 31st will be distributed on or after January 5, 2022. To receive this gift card, a valid email address must be provided. Only referrals submitted via the official campaign landing page are eligible for the promotion.All of Clio Services will still be subject to the terms of service located at Clio.com/ToS.