All plans include:
Support and Training Included
Individual and firm calendars
Clio for Gmail
Certification in practice management with Clio Product Pro training
Unlimited Document Storage
Quick document automation
Task management and templates
Frequently asked questions
Can I back up and export my data out of Clio?
Clio supports data portability and offers a complete export interface for backup and practice migration purposes. Any information that you put into your Clio account can be retrieved at your convenience in non-proprietary, open formats.
What training options are available for customers?
With Clio, you get unlimited free access to live training and comprehensive support resources. Our extensive knowledgebase is complete with helpful walkthroughs, training videos, and answers to frequently asked questions. We’re also happy to schedule additional one-on-one training as needed at no additional cost to you.
Is Clio secure?
We ensure that your communications are secure using bank-grade 256-bit SSL encryption. All of Clio's infrastructure is hosted using physically secure, managed data centers that meet the rigid SSAE 16 specifications. Geo-redundant backups are performed multiple times per day, and site security and privacy are routinely audited by respected third parties.
Can I cancel at any time?
Absolutely. Although we hope you'll find Clio a good fit for your practice management needs, you can discontinue a subscription at any time; however, there are no refunds for the current term (monthly or yearly).
How often are new features added to Clio?
We are continually working to ensure that Clio remains the leading and most innovative cloud-based practice management system available. Thanks to valued feedback from customers like you, product improvements and updates are integrated seamlessly several times per month.