Customer Appreciation Terms

Product & Customer Offers

Unless specified otherwise for a particular Offer, Offers are valid from April 1, 2026 to April 30, 2026 (the “Offer Period”).

Reputation Management Trial 

• Offer: Reputation management free trial  
• Terms: Available to customers on Essentials, Advanced, and Expand plans from April 13, 2026 to April 24, 2026 
• Availability: US & Canada

Manage AI Offer

• Offer: 25% off Manage AI for one year
• Terms: Available to customers on Essentials, Advanced and Expand monthly and annual plans
• Availability: US & Canada

Clio File Offer

• Offer: Clio File service fee waiver for the month of April
• Terms: All Clio filing service fees waived for accepted filings by new and existing Clio File customers. For filings in California, the applicable Partner fee remains payable and is not waived under this Offer
• Availability: This offer will be available in any state where Clio File is offered (currently California, Texas, and Georgia)

Clio Draft Offer

• Offer: 25% off Clio Draft Standalone for one year
• Terms: Available to customers on Essentials, Advanced and Expand monthly and annual plans
• Availability: US 

Clio Grow Offer

• Offer: 25% off Clio Grow Standard for one year 
• Terms: Available to customers on Essentials and Advanced monthly and annual plans 
• Availability: US & Canada

Clio Payments Offer

• Offer: Fees waived from debit, credit card or eCHeck for first 60 days*
• Terms:  Offer terms can be found here, available to customers from March 27, 2026 to April 30th 2026
• Availability: USA, Puerto Rico, Canada (excluding Quebec), Ireland, UK

Clio Rewards Store

• Offer: The Clio Rewards Store is an exclusive space for our customers to earn and redeem points for exclusive gear (Owala Smoothsip Sliders, Boat Totes, Recess Pickleball Paddles, Airpods 4, North Face Travel Backpacks, JBL GO 4 speaker, Fellow Carter Mug and flying pig slingshots) by completing the following advocacy actions:
  • Reference Program (25 pts): Awarded upon successful enrollment in the Clio Reference Program
  • Referral Submissions (50 pts): Awarded upon the submission of a qualified lead. A “Qualified Lead” is defined as a legal professional not currently in the Clio sales pipeline, provided with a valid business email
  • Customer Reviews (50 pts): Awarded for a verified, attributable (non-anonymous) review on G2 (https://www.g2.com/). Limit of one (1) rewardable review per calendar year
  • Product Demos (100 pts): Awarded for completing a scheduled demonstration of a Clio product or feature not currently included in your active subscription between April 20 – April 30, 2026
• Availability: USA & Canada 

Offer Terms and Conditions

These terms and conditions (“Terms”) govern the ‘Product & Customer Offers’ listed above (other than the Clio Rewards Store, which is governed by the Clio Rewards Store Terms and Conditions below) (each, an “Offer”, and collectively, the “Offers”) from Themis Solutions Inc. DBA Clio and its affiliates (“Clio”). By accepting an Offer, you agree to be bound by these Terms and the terms specific to that Offer as described in the Product & Customer Offers table above.  These Terms supplement the Clio North American Terms of Service and/or any other Clio Terms of Service specific to your region (collectively, the “ToS”) which govern your use of Clio products and services. In the event of conflict between these Terms and the ToS, these Terms will prevail, but only with respect to matters specifically related to the Offers. 

Eligibility Requirements

To qualify as an “Eligible Subscriber” for an Offer, in addition to meeting the criteria set-out above under the relevant Offer Terms, you must meet ALL of the following criteria:

• Good standing: Current with all payment obligations and otherwise compliant with all obligations under the ToS (for existing customers only)
• Primary subscribers: Only primary subscribers may activate an Offer
• First-time user: Other than in respect of Clio Payments and Clio File, you have not previously subscribed to or used the specific Clio product subject to the Offer at any time prior to the acceptance of the Offer
• Activation deadline: Complete the product activation before Offer Period ends. Activations after this deadline will not be honoured 
• Clio ToS: Accept the relevant Clio ToS upon activation
• Age & Location: Purchasers must: (1) reside in the jurisdictions specified under “Availability” in the table above; and (2) meet the minimum age requirement for their jurisdiction (e.g. 21 for the US, and 18 for Canada). Business representatives must be of legal contracting age in their applicable jurisdiction.

Note: Product-specific eligibility requirements apply in addition to these general requirements. Please refer to the Product & Customer Offers table for details.

Discount Application (Clio Draft, Clio Grow, and Manage AI only). Discounts under these Offers apply for a period of one (1) year from the date of activation. Monthly subscribers receive the discount across consecutive billing cycles, while annual subscribers receive the equivalent discount over the same time period. When billing cycles span multiple invoices, the total discount will average to 25% across the full promotional period. After the one-year promotional period ends, standard pricing will automatically apply to your subscription without further notice. This section does not apply to the Reputation Management Trial, Clio File, Clio Payments, or Clio Rewards Store Offers, which are governed by their respective Offer-specific terms.

Offer Acceptance

To activate the relevant Offer: 

• Reputation Management Trial: Customers must opt in here by April 10, 2026 
• Clio Draft, Clio Grow, Clio File, and Manage AI: To accept these Offers, you must complete your purchase and activation of the service through a Clio Sales Representative during the Offer Period
• Clio Payments: To accept the Clio Payments Offer, you must complete an activation of Clio Payments via Clio Manage (which includes the completion and submission of the Clio Payments application form to Clio) prior to the end of the Offer Period

General Terms

• You must be an Eligible Subscriber and have accepted the Offer pursuant to the Offer Acceptance requirements, as determined by Clio in its sole discretion.
• The Offer is for Eligible Subscribers only, is limited to one redemption per Eligible Subscriber, may not be substituted, and may not be transferred to any other person.
• Activations made prior to, or after, the Offer Period, will not be eligible for the Offer, unless a different activation deadline is specified for a particular Offer in the Offer Acceptance section above.
• The Offers are a one-time offer only and there will be no such offers for any renewal terms of the relevant product. For certainty, Clio has no obligation to offer any other fee waivers, discounts or credits at any point.
• OTHER THAN IN RESPECT OF CLIO’S REWARDS STORE, THE FOLLOWING APPLIES TO ALL OFFERS: PURCHASE IS NECESSARY. OFFERS CANNOT BE COMBINED OR STACKED WITH ANY OTHER PROMOTION, DISCOUNT, OR OFFER BY CLIO, EXCEPT FOR: (I) BAR & MEMBER BENEFIT DISCOUNTS, APPLICABLE ONLY TO ANNUAL SUBSCRIPTIONS; AND (II) AS OTHERWISE EXPRESSLY PERMITTED BY CLIO IN WRITING. FOR MONTHLY SUBSCRIPTIONS, NO STACKING WITH ANY OTHER PROMOTION, DISCOUNT, OR OFFER IS PERMITTED UNLESS OTHERWISE EXPRESSLY PERMITTED BY CLIO IN WRITING.
• In the event of a dispute, Clio is the sole authority on determining eligibility for the Offers.
• Misrepresentation or abuse will result in disqualification at Clio’s sole discretion. Clio is not liable for any loss or damage resulting from participation in or acceptance of an Offer, or inability to claim an Offer due to technical issues.
• All federal, state, provincial, and local taxes and any expenses not specified herein are your sole responsibility.
• BY ACCEPTING AN OFFER, YOU WAIVE ALL RIGHTS TO BRING (AND COVENANT NOT TO BRING) ANY CLAIM AGAINST CLIO OR ANY OTHERS ASSOCIATED WITH THIS OFFER INCLUDING BUT NOT LIMITED TO CLAIMS RELATED TO ELIGIBILITY, DISCOUNT APPLICATION, OR OFFER FULFILLMENT. YOU FURTHER AGREE TO RELEASE AND HOLD HARMLESS CLIO FROM ANY AND ALL LIABILITY ARISING FROM YOUR ACCEPTANCE OF THE OFFER, OR CLIO’s USE OF ANY OF YOUR INFORMATION IN CONNECTION HEREWITH.
• Clio reserves the right to modify these Terms at any time or to terminate any Offer without notice. Changes will be communicated in writing as applicable, including by posting revised Terms.
• These Terms are governed by the laws of British Columbia, Canada without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved in accordance with the dispute resolution provisions in the ToS.
• The Offers are subject to all applicable federal, state, provincial, and local laws and regulations and are void where prohibited or restricted by law. Any term that conflicts with local law is void and unenforceable to the extent of such conflict.

Clio Rewards Store Terms and Conditions

The following terms apply to the Clio Rewards Store program (“Program”) and govern your participation in the Program. The General Terms above do not apply to the Program, except that the governing law, dispute resolution, limitation of liability, and waiver provisions in the General Terms are incorporated herein by reference.

• Eligibility: The Program is available exclusively to active Clio customers in good standing located in the United States or Canada. Clio employees, partners, and consultants are not eligible to participate.
• Points: Points are non-transferable, have no cash value, and cannot be combined or pooled across accounts.
• Availability and Fulfillment: All rewards are subject to inventory availability. Clio reserves the right to substitute items of equal value or refund points if an item is discontinued or unavailable. Clio is not responsible for rewards lost, stolen, or damaged during shipping.

Program Integrity: Clio reserves the right to audit actions and revoke points in cases of suspected fraud or abuse, including fraudulent referrals or fake reviews. Participants found to have engaged in fraudulent activity may be disqualified and forfeit all accumulated points. Point values, available rewards, and Program terms are subject to change at Clio’s discretion.

Referral Campaign T&C’s

Terms of Offer:

These terms and conditions (“Terms”) govern this limited-time Offer (as defined below) from Themis Solutions Inc. and its affiliates (dba “Clio”). By accepting the Offer, you agree to be bound by these Terms. These Terms are in addition to the Clio Terms of Service (the “ToS”) which govern your use of Clio products and services (“Clio Manage”). The Offer is valid between the dates of April 1st, 2026 to April 30th, 2026 (the “Offer Period”) for Eligible Customers (as defined below), who acknowledge and agree to the Offer Requirements (as defined below).

If you are an Eligible Customer during the Offer Period, you will receive a prepaid digital gift card (the “Gift Card”) as follows: (i) $750 for the referral of each law firm that uses your Link (as defined below) to sign up for Clio Manage (the “Base Gift”); (ii) 50 swag points to redeem in our Customer Appreciation Swag Store; (iii) if you refer two (2) law firms that use your Link to sign up for Clio Manage, you will receive the Base Gift plus $200; (ii) if you refer three (3) law firms that use your Link to sign up for Clio Manage, you will receive the Base Gift plus $300; and/or (iii) if you refer six (6) law firms that use your Link to sign up for Clio Manage, you will receive the Base Gift plus $600 (the “Offer”). The Offer will be delivered electronically to the account owner of the Clio Manage account that meets the requirements for being an Eligible Customer.

Eligible Referrals will also receive a 10% discount off of a new subscription to Clio Manage that results from use of the Link.

“Eligible Customers” are customers who successfully refer an Eligible Referral (as defined below) that completes an Activation (as defined below) during the Offer Period using Eligible Customer’s unique referral link to the referral platform (for example refer.clio.com/yoursharecode), that will be provided to Eligible Customer by Clio (the “Link”).

“Eligible Referrals” are referrals who: (i) work at a law firm or legal-adjacent business; (ii) are not currently using Clio Manage, and are not a member of a firm that is currently using Clio Manage; (iii) are not currently in an active evaluation with Clio (and have not been within the last ninety (90) days); (iv) click the Link and sign up for a demo for Clio Manage (the “Demo”); (v) within ninety (90) days of completing the Demo, sign up for Clio Manage (an “Activation”); and (vi) agree to the Clio terms of use available here, upon Activation.

The Offer is subject to the following requirements (the “Offer Requirements”), and by accepting the Offer, you acknowledge and agree to all Offer Requirements:

1. You must be an Eligible Customer, as determined by Clio in its sole discretion.
2. Affiliate partners in Clio’s Channel Partner Program are not eligible to participate in this Offer.
3. The Offer is for Eligible Customers only and may not be transferred to any other person whatsoever and may not be substituted.
4. Gift Cards will be provided in the currency of the jurisdiction in which the Eligible Customer resides (USD or CAD).
5. Only Eligible Referrals via this official referral program are eligible for the Offer, and in the event the same individual was referred by two Eligible Customers, the bonus will be awarded to the Eligible Customer who first submitted the Eligible Referral’s information through the referral program based on the Link used.
6. To claim the Offer you must follow the process outlined here: (i) Eligible Customer will receive an email, at the email address linked to the Eligible Customer’s Clio Manage account, from Sendoso.com; (ii) Eligible Customer must open the electronic notification containing the Offer, select the link provided within such electronic notification, and follow the email verification steps to claim the Offer (“Verification”) within the timelines set forth by Sendoso and outlined in Sendoso’s terms; (iii) Verification will, without limitation,  require Eligible Customer to review and agree to Sendoso’s terms of service (including without limitation the terms relating to egifts) and privacy policy (“Sendoso Terms”); and (iv) Eligible Customer must complete the Verification and agree to the Sendoso Terms before the expiration date contemplated in the Sendoso Terms (the “Expiration Date”) in order to claim the Offer. Failure to open the electronic notification containing the Offer before the applicable Expiration Date will render the Offer void, and Eligible Customer will become ineligible to claim the Offer. Failure to complete the Verification and agree to the Sendoso Terms will render the Offer void, and Eligible Customer will become ineligible to claim the Offer. If you become ineligible to claim the Offer for any reason, you are not entitled to receive the Offer and there will be no substitution or compensation in lieu of the Offer. 
7. Clio is not responsible for any failure by Sendoso with respect to the Verification process or delivery of the Offer, nor for any failure due to technical issues between Eligible Customer and this third party service.
8. In the event of a dispute, Clio is the sole authority on determining eligibility for the Offer.
9. Only Eligible Customers who reside in the United States or Canada, and are 21 years of age or 18 years of age, respectively, or older, are eligible for this Offer.
10. These Terms are governed by the laws of British Columbia. All applicable federal, state, provincial, and local laws and regulations apply. Void where prohibited or restricted by law. PURCHASE NECESSARY BY ELIGIBLE REFERRAL TO RECEIVE A GIFT CARD. THIS PROMOTION CANNOT BE STACKED OR USED IN COMBINATION WITH ANY OTHER PROMOTION, DISCOUNT, OR OFFER BY CLIO, UNLESS EXPRESSLY PERMITTED BY CLIO. All federal, state, provincial, and local taxes and any expenses not specified herein are your sole responsibility. Gift Cards are subject to local tax laws and regulations. Clio will issue a T4A for Canadian participants and 1099 forms for US participants.
11. Misrepresentation or abuse will result in disqualification for this Offer at the sole discretion of Clio. Clio is not liable for any loss or damage as a result of participation in or acceptance of this Offer, nor inability to claim this Offer due to technical issues on the part of the potential Eligible Customer. Clio reserves the right to amend these Terms at any time or to terminate the Offer without notice, with changes communicated to you in writing if, and as, applicable. Any term or condition set out in these Terms, to the extent that it conflicts with any local laws or regulation is void and unenforceable to the extent, and only to the extent, to which it is prohibited or restricted.
12. We will use your personal information, which includes your email address and contact information, only to the extent necessary to run this Offer, such as sending emails related to your referrals. Participation in this Offer will be deemed as consent for the use of your personal information, subject to the outlined uses.
13. All intellectual property rights, the content, services, and all materials distributed at or in connection with Clio and this Offer 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 referral campaign content 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.
14. BY ACCEPTING THE OFFER, YOU WAIVE ALL RIGHTS TO BRING (AND COVENANT NOT TO BRING) ANY CLAIM AGAINST CLIO OR ANY OTHERS ASSOCIATED WITH THIS OFFER. YOU FURTHER AGREE TO RELEASE AND HOLD HARMLESS CLIO FROM ANY AND ALL LIABILITY ARISING FROM YOUR ACCEPTANCE OF THE OFFER, OR CLIO’S USE OF ANY OF YOUR INFORMATION IN CONNECTION HEREWITH.