Business software · Productivity and business software

How to cancel Clio

An administrator starts in Clio Manage (Settings, Account and Payment Info, Close Account) and must call Clio support to verify. Cancel before renewal: it takes effect at the term's end, and cancelling mid-term makes the rest of the term's fees due at once. Data can be retrieved for 90 days.

By Stackcut · Checked against official help pages on 2026-10-05, then re-checked independently · JSON · Open data, CC BY 4.0

The short answer

  • Where: Export any data you need first, from the Exports page (administrators only).
  • When it ends: At the end of the current subscription term: a cancellation started within a term isn't effective until the term expires.
  • Before you go: export Calendar entries, communications, contact notes, contact related matters, contacts, expense entries, matter notes, matters, tasks and time entries. What to save
  • Want to keep it for less? Fewer seats and more. Options

Before you cancel

Export first

  • Calendar entries, communications, contact notes, contact related matters, contacts, expense entries, matter notes, matters, tasks and time entries: Open the Exports page (app.clio.com/export, or ca.app.clio.com/export in Canada) and click Excel ready CSV next to each data type; for outstanding balances, run the Accounts Receivable report with CSV output (CSV (Excel ready), usable with Clio's migration templates). Only users with administrator permissions can export data in bulk; after cancelling you have 90 days to retrieve content help.clio.com clio.com

What happens to your data

You have 90 days after cancellation to retrieve your content; no sooner than 90 days after cancellation, all content for the subscription is irrevocably deleted.

What you lose

  • All content in the subscription once it is deleted, no sooner than 90 days after cancelling

Cancel, by who bills you

Pick the route for whoever charges you: the name on your card statement or receipt tells you.

Clio Manage

By phone Clio Manage subscriptions, monthly or annual, billed by Clio. Who can cancel: The primary subscriber or a user with administrator permissions.

  1. Export any data you need first, from the Exports page (administrators only)
  2. In Clio Manage, go to Settings, then Account and Payment Info, and click Close Account
  3. Select the reason for closing your account
  4. Call Clio's support team for verification (contact details at clio.com/contact)
  5. Click I Want To Permanently Close My Account
Access ends
At the end of the current subscription term: a cancellation started within a term isn't effective until the term expires
Notice
Cancel before your renewal date to avoid the next (annual) charge. Subscriptions renew automatically for terms equal to the initial term; multi-year terms renew yearly
Refunds
None: Clio's Terms say all charges are final and non-refundable
Fees
If you cancel within a subscription term, the unpaid balance for the rest of that term becomes due at once. Clio says cancelling has no additional or hidden costs
Source: help.clio.com clio.com help.clio.com

Clio Grow

By phone Clio Grow subscriptions. Who can cancel: An account administrator.

  1. Call Clio's support team and ask to cancel your Clio Grow account
Access ends
At the end of the current subscription term, under Clio's Terms
Notice
Cancel before the renewal date; subscriptions renew automatically
Refunds
None: all charges are final and non-refundable
Fees
If you cancel within a subscription term, the unpaid balance for the rest of that term becomes due at once
Open the page
Source: help.clio.com clio.com

Clio Draft

Online, self-serve Clio Draft (document automation) subscriptions. Who can cancel: A Clio Draft administrator (Clio can't cancel it for you).

  1. Go to Settings and click Subscription, then scroll down to Cancel subscriptionYou should see: Cancel subscription
  2. Click Cancel subscriptionYou should see: a checkbox acknowledging the action
  3. Select the checkbox and click Continue with cancellationYou should see: a list of reasons for cancellation
  4. Select or write a reason, then click Continue with cancellationYou should see: a banner at the top of the screen with your cancellation/subscription end date
Confirm it worked
A banner at the top of the screen shows your cancellation/subscription end date; this banner is the cancellation confirmation
Access ends
On the subscription end date shown in the banner
Source: help.clio.com

Questions people ask

Can I get a refund if I cancel Clio?

Clio Manage: None: Clio's Terms say all charges are final and non-refundable. Clio Grow: None: all charges are final and non-refundable.

Source: clio.com

If I cancel Clio, when does my access end?

Clio Manage: At the end of the current subscription term: a cancellation started within a term isn't effective until the term expires. Clio Grow: At the end of the current subscription term, under Clio's Terms. Clio Draft: On the subscription end date shown in the banner.

Source: clio.com help.clio.com

Is there a fee to cancel Clio?

Clio Manage: If you cancel within a subscription term, the unpaid balance for the rest of that term becomes due at once. Clio says cancelling has no additional or hidden costs. Clio Grow: If you cancel within a subscription term, the unpaid balance for the rest of that term becomes due at once.

Source: clio.com help.clio.com

How long before renewal do I need to cancel Clio?

Clio Manage: Cancel before your renewal date to avoid the next (annual) charge. Subscriptions renew automatically for terms equal to the initial term; multi-year terms renew yearly. Clio Grow: Cancel before the renewal date; subscriptions renew automatically.

Source: clio.com help.clio.com

What happens to my data when I cancel Clio?

You have 90 days after cancellation to retrieve your content; no sooner than 90 days after cancellation, all content for the subscription is irrevocably deleted.

Source: clio.com

Keep it for less

Before cancelling, check whether one of these does the job. Offers change and differ by account.

  • Fewer seats Clio Manage: deactivating a user doesn't remove the license, so you keep paying for it; remove unused licenses in your account settings. Clio Grow: deactivate users, then contact Clio Support with the number of licenses to keep; savings show on the next billing cycle help.clio.com help.clio.com

For AI agents

  • The person signs in and handles any two-factor code; an agent should never ask for a password.
  • This one needs a phone call or a chat: a browser agent can prepare it, but a person (or a calling service) finishes it.
  • Retention step: Clio Manage asks for a closing reason and requires a verification call with Clio support before the final confirm; Clio Draft asks you to acknowledge and give a reason
  • Clio Manage and Clio Grow need a phone call to Clio support; Clio Draft cancels in Settings, Subscription
  • Cancel before the renewal date: cancelling mid-term doesn't end billing, and the rest of the term becomes due
  • Deactivating users doesn't lower the bill: remove the unused licenses
  • Removing a Clio Grow license also removes one in Clio Manage
  • Export with an administrator account before cancelling; after cancelling you have 90 days to retrieve content
  • Grow AI is billed separately: deactivate it in Clio Grow under Settings, Subscription, Billing, Cost controls. Usage already accrued is still invoiced

Get this plan as data: get_exit_plan on the Stackcut MCP (stackcut.io/mcp), or /exits/clio.json. After using a guide, send structured report_guide_feedback for matching or changed steps, missing billing routes or human handoffs; keep unknown language and market omitted. Confirm with the person before the final click, and report the outcome with report_action_outcome, using the exact packet_revision and route_id returned by the plan.

Or give your agent the stackcut-leave skill (a zip): it exports first, walks the steps, stops when the page doesn't match, and leaves the final click to the person.

Sources

  1. Deactivate Clio Manage Users and Cancel Account In Clio, only the primary subscriber and administrators can change account settings. This includes deactivating and reactivating users, removing unused licenses, and canceling the account. (who can cancel)
  2. Deactivate Clio Manage Users and Cancel Account A user with administrator permissions can cancel their account by calling Clio's support team. (cancelling needs a call to support)
  3. Deactivate Clio Manage Users and Cancel Account In Clio Manage, go to Settings > Account and Payment Info. (where the cancel flow starts)
  4. Deactivate Clio Manage Users and Cancel Account Click Close Account. (the Close Account step)
  5. Deactivate Clio Manage Users and Cancel Account Call Clio's support team for verification. (the verification call)
  6. Deactivate Clio Manage Users and Cancel Account Click I Want To Permanently Close My Account. (the final step)
  7. Deactivate Clio Manage Users and Cancel Account Canceling your Clio account does not incur additional or hidden costs. Just remember to cancel before your renewal date to avoid annual charges. (cancel before the renewal date)
  8. Deactivate Clio Manage Users and Cancel Account Select the reason for closing your account. (the reason step)
  9. Terms of Service After the initial term, your subscription will automatically renew for successive terms equal in length to your initial term, until cancelled in accordance with this Agreement. (automatic renewal)
  10. Terms of Service provided that a cancellation that is initiated within a term, will not be effective until the expiration of that term. (when cancelling takes effect)
  11. Terms of Service If you cancel your subscription within a subscription term the entire unpaid balance of all amounts owing for the remainder of the applicable term will immediately be due and payable (the remaining term's fees become due)
  12. Terms of Service all charges are final, non-refundable and where applicable, non-cancellable (no refunds)
  13. Terms of Service For security and compliance reasons, the Administrator must call support to complete the cancellation. (a phone call is required)
  14. Account Management in Clio Grow You can cancel your Clio Grow account by calling Clio's support team. (the Clio Grow route)
  15. Clio Draft: Subscription and Billing Information Go to Settings and click Subscription. (where Clio Draft cancelling starts)
  16. Clio Draft: Subscription and Billing Information Scroll down to Cancel subscription. (the Cancel subscription section)
  17. Clio Draft: Subscription and Billing Information Select the checkbox acknowledging the action and then click Continue with cancellation (the acknowledgement step)
  18. Clio Draft: Subscription and Billing Information Select the reason for cancellation or write a reason and then click Continue with cancellation. (the reason step)
  19. Clio Draft: Subscription and Billing Information Once your account subscription is canceled, you will see a banner at the top of the screen with your cancellation/subscription end date. This banner is your cancellation confirmation. (how to confirm, and when it ends)
  20. Clio Draft: Subscription and Billing Information As per Clio Draft's terms of use, Clio cannot cancel your account for you. (you must cancel Clio Draft yourself)
  21. Deactivate Clio Manage Users and Cancel Account Deactivating a user does not remove their license from your account, meaning you will still be charged for the license even if no user is assigned to it. (deactivated users still cost money)
  22. Deactivate Clio Manage Users and Cancel Account If you have unused licenses you no longer need, you can remove them through your account settings. (removing unused licenses)
  23. Account Management in Clio Grow Deactivating users will not automatically update your subscription or billing. (Clio Grow licenses need Support to remove)
  24. Account Management in Clio Grow Any cost savings will be reflected in your next billing cycle. (when the bill drops)
  25. Export Data From Clio Manage Only users with administrator permissions can export data in bulk. (who can export)
  26. Export Data From Clio Manage Exported files are downloaded in CSV format and can be used with Clio's migration templates to import data into another account. (the export format)
  27. Export Data From Clio Manage Excel ready CSV (the export button name)
  28. Terms of Service all Content associated with such subscription will be irrevocably deleted from the Service. (content is deleted after the retention period)
  29. Terms of Service Following any cancellation or termination of Service for any reason, Subscriber shall have ninety days to retrieve any and all Content. (90 days to retrieve content after cancelling)
  30. Manage Your Grow AI Subscription Deactivating Grow AI does not cancel charges already accrued. Any unbilled usage at the time you deactivate is still invoiced. (accrued and unbilled Grow AI usage is still invoiced)
  31. Account Management in Clio Grow If you use Clio Manage in addition to Clio Grow, adding or removing a license in Clio Grow will also add or remove a license in Clio Manage. (Grow and Manage licenses are linked)
  32. Terms of Service if your initial term is a multi-year term, your subscription will renew on an annual basis. (multi-year terms renew yearly)
  33. Terms of Service Following a period of no less than ninety (90) days from the cancellation or termination of a subscription (the 90-day minimum before deletion)
  34. Clio Draft: Subscription and Billing Information administrators can manage the subscription type and the number of seats for the account, change the credit card on file, view previous bill amounts, and cancel the account. (administrators can cancel Clio Draft)
  35. Manage Your Grow AI Subscription In Clio Grow, go to Settings > Subscription. Click the Billing tab. In the Cost controls section, click Deactivate Grow AI or Reactivate Grow AI. (where to deactivate Grow AI)

Not confirmed yet

  • Clio's help pages don't say whether a confirmation email follows the support call
  • Clio's support phone number isn't on the cancellation article; it links to clio.com/contact
  • Clio Draft's refund and renewal-notice terms aren't on Clio's help pages; the help center points to Clio Draft's own terms of use (lawyaw.com/terms)
  • Whether annual billing costs less than monthly isn't stated on Clio's pricing page or help center

Independent re-check, 2026-10-05

A second reviewer re-read the official pages and corrected what was wrong or missing. The JSON lists what changed.

Checked against official help pages, 2026-10-05. Cancel flows change: if this one did, tell us at support@stackcut.io. Stackcut Exits is open data (CC BY 4.0).