Frequently Asked Questions
How does the referral process work?
Log into your Referral Rewards Center to get your unique referral link and then share it with law firms in your network. You’ll get a $250 gift card when a law firm that uses your referral link to sign up for Clio, and your referral will get 10% off their subscription.
- By participating in the campaign, customers will have access to additional prizes, including: Multiple your rewards: Refer 2 subscribers, get an additional $200; refer 3 subscribers, get an additional $300; refer 6 subscribers, get an additional $600
We’ll let you know when someone uses your referral link to sign up for a demo, and you’ll qualify for the gift card reward if they sign up for a paid account within 30 days.
Who can I refer? What is the criteria for an eligible referral?
To be eligible for a referral reward, a successful referral must:
- Be working at a law firm or legal-adjacent business
- Not currently be using Clio or be a member of a firm currently using Clio
- Not currently in an active evaluation with Clio
- Fill out the referral demo form and sign up for Clio within 30 days by filling out that form
- Be located in the United States or Canada
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 gift card (delivered through a service called Sendoso). Plus you’ll receive an additional $200 for referring 2 people, an additional $300 for referring 3 people and an additional $600 for referring 6 people. Your referral has to sign up by April 30, 2025 in order for you to be eligible for the $1,000 referral gift card and for them to take advantage of the 10% discount.
Is there any way to track the status of my referrals?
You can track your referrals by signing into your Referral Rewards Center. To do so:
- Go to www.clio.com/referrals/
- Sign in using your Clio Manage username and password
- Click on your dashboard
Where can I ask questions about Clio’s Referral Rewards Program?
Please reach out to [email protected]—we’re happy to help!
Terms of Offer:
*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 prior to April 30, 2025 by filling out the demo form. To make a referral, you’ll share a referral link from the referral platform (for example refer.clio.com/yoursharecode), and your referral must open your Referral URL and sign up for a demo. Refer a law firm to Clio who is not a customer or in an active sales evaluation, and if they sign up for a paid Clio account within 30 days, you’ll receive a $1,000 gift card via Sendoso (in USD or CAD). Plus you’ll receive an additional $200 when 2 referrals subscribe, an additional $300 when 3 referrals subscribe, and an additional $600 when 6 referrals subscribe. 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 30 days after your referral signs up for Clio. Gift cards will be sent to the email that’s associated with your Clio Manage account. Gift cards will be provided in the currency of the jurisdiction in which the referrer resides (USD or CAD). Gift cards are subject to local tax laws and regulations. Clio will issue a T4A for Canadian participants and 1099 forms for US participants. Affiliate Partners in our Channel Partner Program are not eligible to participate in this program. Clio will monitor abusive or fraudulent behavior and reserves the right to 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 referral program 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 referral program. The promotions in this program are subject to change at Clio’s discretion. 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.
The 10% discount may not be combined with any other offer. All of Clio Services will still be subject to the terms of service located at Clio.com/ToS. 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 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.