Help your friends and peers make a splash this summer

Do you have friends in your network drowning in paperwork, client requests, and month-end billing tasks? Throw them a life preserver: Refer them to Clio!

For every referral you point in our direction that purchases Clio within 30 days, we’ll send you a $250 gift card! Gift card options include, Airbnb, Visa, Amazon, and more.

And your referral benefits too: They’ll receive 10% off their monthly Clio subscription.*

There’s no limit to the number of referrals you can make, so ride the referral reward wave and get your friends on board with Clio!

Law Firm Lifesaver

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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 bonus 10% off their monthly subscription 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: Everyone gets paid!

    Once your friend signs up for Clio, you’ll receive your $250 gift card, and your friend will receive 10% off their subscription.*

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 tell them about the 10% off their monthly subscription offer if they sign up for Clio within 30 days.

If your referral signs up for Clio within 30 days, we’ll contact you to confirm your gift card of choice from Sendoso; you’ll then receive your $250 gift card via 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 31, 2022; 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) not currently be in an active evaluation with Clio;

d) be referred by August 31, 2022, and close within 30 days of referral date to get the $250 gift card via Sendoso.

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 Sendoso gift card. However, you do need to submit your referrals before August 31, 2022 in order to be eligible for the $250 gift card; and for them to take advantage of the 10% off their monthly subscription offer, they must sign up for Clio within 30 days.

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.

Lead your friends out of the deep end

Refer them to Clio, and float away with $250.

Dive in and make a referral

Offer Details:

*To qualify for this offer, new EasyStart, Essentials, Advanced or Complete plan subscriptions must be purchased within 30 days of the date of referral with the last day to submit a referral being August 31, 2022. Refer a friend 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 $250 gift card via Sendoso (in USD or CAD). 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 on or after August 1, 2022. To receive this gift card, a valid email address must be provided. All subscription fees paid are final. Only referrals submitted via this 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 10% off a monthly subscription is valid only for new subscribers to Clio services. 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