Clio wants to add to your Summer Fun(d)!

This summer, we’re running a limited-time referral offer to help you put some cash towards your summer fun(d)!

For every referral you send our way who purchases Clio within 30 days, we’ll give you a $150 Visa Prepaid Gift Card—and if they sign up for an annual subscription by August 16th, your referral will get 3 free months of Clio!*

There’s no limit to the number of referrals you can make throughout the summer. Unlimited referrals could turn into unlimited gift cards … which means you could have a pretty awesome summer vacation, courtesy of Clio. 😎🏝

Summer Referral

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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 3 free months of Clio offer.

  • 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 within 30 days in order to be eligible.

  • Step 3: You get your $150, and they can get 3 free months of Clio!

    Once your friend signs up for Clio, you’ll receive your $150 Visa PrePaid Gift Card to put towards whatever you want this summer … and if they sign up for an annual subscription by August 16th, they get 3 free months of Clio!*


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 and offer them 3 free months of Clio* if they sign up for an annual subscription by August 16th.

If your referral signs up for Clio within 30 days, you’ll receive a $150 Visa Prepaid gift card over 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].

This offer ends August 16th; referrals submitted after this date will be ineligible for the summer referral offer. 

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 firm or a legal-adjacent business
b) Not currently be using Clio, or a member of a firm currently using Clio
c) Is not currently in an active evaluation with Clio
d) Have to be referred by August 16th close within 30 days of referral date to get the $150 Visa prepaid gift card

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 $150 in the form of a Visa prepaid gift card. However, you do need to submit your referrals before August 16th in order to be eligible for the $150 Visa prepaid gift card, and for them to take advantage of the 3 free months of Clio* they need to purchase an annual subscription by August 16th, 2021.

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 and signed up for a Clio account.

Top up your Summer Fun(d) today!

Refer friends and let Clio take care of the bill this summer.

Add to my Summer Fun(d)

Offer Details:

*To qualify for this offer, new Starter, Boutique, Elite or Suite plan subscriptions must be purchased within 30 days of the date of referral with the last day to submit a referral being August 16th. Refer a friend to Clio who is not customer or in an active sales evaluation, and if they sign up for a paid Clio account within 30 days, you’ll receive a $150.00 Visa prepaid gift card (in USD or CAD).  Those who qualify for this offer will be contacted by Clio and offered a digital Visa gift card, which will begin to be distributed on or after August 1, 2021. To receive this gift card, a valid email address must be provided. All subscription fees paid are final. Only referrals submitted via the 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.

Offer for 3 free months of Clio is valid only for new Subscribers to Clio Services. To be eligible for a one-time, 90-day discount on Clio Services, new subscribers must purchase an annual subscription between July 6 and August 16, 2021. 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