{
 "id": "clio",
 "name": "Clio",
 "category": "productivity",
 "website": "https://www.clio.com",
 "domains": [
  "clio.com"
 ],
 "summary": "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.",
 "routes": [
  {
   "channel": "direct_web",
   "label": "Clio Manage",
   "applies_to": "Clio Manage subscriptions, monthly or annual, billed by Clio",
   "who": "The primary subscriber or a user with administrator permissions",
   "method": "phone",
   "start_url": null,
   "steps": [
    {
     "do": "Export any data you need first, from the Exports page (administrators only)",
     "expect": null
    },
    {
     "do": "In Clio Manage, go to Settings, then Account and Payment Info, and click Close Account",
     "expect": null
    },
    {
     "do": "Select the reason for closing your account",
     "expect": null
    },
    {
     "do": "Call Clio's support team for verification (contact details at clio.com/contact)",
     "expect": null
    },
    {
     "do": "Click I Want To Permanently Close My Account",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "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",
   "refund": "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_ids": [
    "s1",
    "s2",
    "s3",
    "s4",
    "s5",
    "s6",
    "s7",
    "s8",
    "s9",
    "s10",
    "s11",
    "s12",
    "s13",
    "s26",
    "s33"
   ]
  },
  {
   "channel": "direct_web",
   "label": "Clio Grow",
   "applies_to": "Clio Grow subscriptions",
   "who": "An account administrator",
   "method": "phone",
   "start_url": "https://www.clio.com/contact/",
   "steps": [
    {
     "do": "Call Clio's support team and ask to cancel your Clio Grow account",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "At the end of the current subscription term, under Clio's Terms",
   "notice": "Cancel before the renewal date; subscriptions renew automatically",
   "refund": "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",
   "source_ids": [
    "s14",
    "s9",
    "s10",
    "s11",
    "s12"
   ]
  },
  {
   "channel": "direct_web",
   "label": "Clio Draft",
   "applies_to": "Clio Draft (document automation) subscriptions",
   "who": "A Clio Draft administrator (Clio can't cancel it for you)",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Go to Settings and click Subscription, then scroll down to Cancel subscription",
     "expect": "Cancel subscription"
    },
    {
     "do": "Click Cancel subscription",
     "expect": "a checkbox acknowledging the action"
    },
    {
     "do": "Select the checkbox and click Continue with cancellation",
     "expect": "a list of reasons for cancellation"
    },
    {
     "do": "Select or write a reason, then click Continue with cancellation",
     "expect": "a banner at the top of the screen with your cancellation/subscription end date"
    }
   ],
   "confirm_by": "A banner at the top of the screen shows your cancellation/subscription end date; this banner is the cancellation confirmation",
   "effective": "On the subscription end date shown in the banner",
   "notice": null,
   "refund": null,
   "fees": null,
   "source_ids": [
    "s15",
    "s16",
    "s17",
    "s18",
    "s19",
    "s20",
    "s35"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "seat_reduction",
   "what": "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",
   "evidence": "documented",
   "source_ids": [
    "s21",
    "s22",
    "s23",
    "s24"
   ]
  }
 ],
 "export": [
  {
   "data": "Calendar entries, communications, contact notes, contact related matters, contacts, expense entries, matter notes, matters, tasks and time entries",
   "how": "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",
   "format": "CSV (Excel ready), usable with Clio's migration templates",
   "limits": "Only users with administrator permissions can export data in bulk; after cancelling you have 90 days to retrieve content",
   "source_ids": [
    "s26",
    "s27",
    "s28",
    "s30"
   ]
  }
 ],
 "after_cancel": {
  "access_until": "The end of the current subscription term",
  "data_kept": "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",
  "you_lose": [
   "All content in the subscription once it is deleted, no sooner than 90 days after cancelling"
  ]
 },
 "agent_notes": {
  "sign_in_needed": true,
  "phone_or_chat_only": true,
  "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",
  "tips": [
   "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"
  ]
 },
 "sources": [
  {
   "id": "s1",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "who can cancel"
  },
  {
   "id": "s2",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "A user with administrator permissions can cancel their account by calling Clio's support team.",
   "supports": "cancelling needs a call to support"
  },
  {
   "id": "s3",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "In Clio Manage, go to Settings > Account and Payment Info.",
   "supports": "where the cancel flow starts"
  },
  {
   "id": "s4",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "Click Close Account.",
   "supports": "the Close Account step"
  },
  {
   "id": "s5",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "Call Clio's support team for verification.",
   "supports": "the verification call"
  },
  {
   "id": "s6",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "Click I Want To Permanently Close My Account.",
   "supports": "the final step"
  },
  {
   "id": "s7",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "Canceling your Clio account does not incur additional or hidden costs. Just remember to cancel before your renewal date to avoid annual charges.",
   "supports": "cancel before the renewal date"
  },
  {
   "id": "s8",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "Select the reason for closing your account.",
   "supports": "the reason step"
  },
  {
   "id": "s9",
   "url": "https://www.clio.com/tos/",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "automatic renewal"
  },
  {
   "id": "s10",
   "url": "https://www.clio.com/tos/",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "provided that a cancellation that is initiated within a term, will not be effective until the expiration of that term.",
   "supports": "when cancelling takes effect"
  },
  {
   "id": "s11",
   "url": "https://www.clio.com/tos/",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "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",
   "supports": "the remaining term's fees become due"
  },
  {
   "id": "s12",
   "url": "https://www.clio.com/tos/",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "all charges are final, non-refundable and where applicable, non-cancellable",
   "supports": "no refunds"
  },
  {
   "id": "s13",
   "url": "https://www.clio.com/tos/",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "For security and compliance reasons, the Administrator must call support to complete the cancellation.",
   "supports": "a phone call is required"
  },
  {
   "id": "s14",
   "url": "https://help.clio.com/hc/en-us/articles/40024979233819-Account-Management-in-Clio-Grow",
   "title": "Account Management in Clio Grow",
   "publisher": "vendor",
   "quote": "You can cancel your Clio Grow account by calling Clio's support team.",
   "supports": "the Clio Grow route"
  },
  {
   "id": "s15",
   "url": "https://help.clio.com/hc/en-us/articles/24314530232603-Clio-Draft-Subscription-and-Billing-Information",
   "title": "Clio Draft: Subscription and Billing Information",
   "publisher": "vendor",
   "quote": "Go to Settings and click Subscription.",
   "supports": "where Clio Draft cancelling starts"
  },
  {
   "id": "s16",
   "url": "https://help.clio.com/hc/en-us/articles/24314530232603-Clio-Draft-Subscription-and-Billing-Information",
   "title": "Clio Draft: Subscription and Billing Information",
   "publisher": "vendor",
   "quote": "Scroll down to Cancel subscription.",
   "supports": "the Cancel subscription section"
  },
  {
   "id": "s17",
   "url": "https://help.clio.com/hc/en-us/articles/24314530232603-Clio-Draft-Subscription-and-Billing-Information",
   "title": "Clio Draft: Subscription and Billing Information",
   "publisher": "vendor",
   "quote": "Select the checkbox acknowledging the action and then click Continue with cancellation",
   "supports": "the acknowledgement step"
  },
  {
   "id": "s18",
   "url": "https://help.clio.com/hc/en-us/articles/24314530232603-Clio-Draft-Subscription-and-Billing-Information",
   "title": "Clio Draft: Subscription and Billing Information",
   "publisher": "vendor",
   "quote": "Select the reason for cancellation or write a reason and then click Continue with cancellation.",
   "supports": "the reason step"
  },
  {
   "id": "s19",
   "url": "https://help.clio.com/hc/en-us/articles/24314530232603-Clio-Draft-Subscription-and-Billing-Information",
   "title": "Clio Draft: Subscription and Billing Information",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "how to confirm, and when it ends"
  },
  {
   "id": "s20",
   "url": "https://help.clio.com/hc/en-us/articles/24314530232603-Clio-Draft-Subscription-and-Billing-Information",
   "title": "Clio Draft: Subscription and Billing Information",
   "publisher": "vendor",
   "quote": "As per Clio Draft's terms of use, Clio cannot cancel your account for you.",
   "supports": "you must cancel Clio Draft yourself"
  },
  {
   "id": "s21",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "deactivated users still cost money"
  },
  {
   "id": "s22",
   "url": "https://help.clio.com/hc/en-us/articles/9201286624923-Deactivate-Clio-Manage-Users-and-Cancel-Account",
   "title": "Deactivate Clio Manage Users and Cancel Account",
   "publisher": "vendor",
   "quote": "If you have unused licenses you no longer need, you can remove them through your account settings.",
   "supports": "removing unused licenses"
  },
  {
   "id": "s23",
   "url": "https://help.clio.com/hc/en-us/articles/40024979233819-Account-Management-in-Clio-Grow",
   "title": "Account Management in Clio Grow",
   "publisher": "vendor",
   "quote": "Deactivating users will not automatically update your subscription or billing.",
   "supports": "Clio Grow licenses need Support to remove"
  },
  {
   "id": "s24",
   "url": "https://help.clio.com/hc/en-us/articles/40024979233819-Account-Management-in-Clio-Grow",
   "title": "Account Management in Clio Grow",
   "publisher": "vendor",
   "quote": "Any cost savings will be reflected in your next billing cycle.",
   "supports": "when the bill drops"
  },
  {
   "id": "s26",
   "url": "https://help.clio.com/hc/en-us/articles/50633368921243-Export-Data-From-Clio-Manage",
   "title": "Export Data From Clio Manage",
   "publisher": "vendor",
   "quote": "Only users with administrator permissions can export data in bulk.",
   "supports": "who can export"
  },
  {
   "id": "s27",
   "url": "https://help.clio.com/hc/en-us/articles/50633368921243-Export-Data-From-Clio-Manage",
   "title": "Export Data From Clio Manage",
   "publisher": "vendor",
   "quote": "Exported files are downloaded in CSV format and can be used with Clio's migration templates to import data into another account.",
   "supports": "the export format"
  },
  {
   "id": "s28",
   "url": "https://help.clio.com/hc/en-us/articles/50633368921243-Export-Data-From-Clio-Manage",
   "title": "Export Data From Clio Manage",
   "publisher": "vendor",
   "quote": "Excel ready CSV",
   "supports": "the export button name"
  },
  {
   "id": "s29",
   "url": "https://www.clio.com/tos/",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "all Content associated with such subscription will be irrevocably deleted from the Service.",
   "supports": "content is deleted after the retention period"
  },
  {
   "id": "s30",
   "url": "https://www.clio.com/tos/",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "Following any cancellation or termination of Service for any reason, Subscriber shall have ninety days to retrieve any and all Content.",
   "supports": "90 days to retrieve content after cancelling"
  },
  {
   "id": "s31",
   "url": "https://help.clio.com/hc/en-us/articles/52131731711003-Manage-Your-Grow-AI-Subscription",
   "title": "Manage Your Grow AI Subscription",
   "publisher": "vendor",
   "quote": "Deactivating Grow AI does not cancel charges already accrued. Any unbilled usage at the time you deactivate is still invoiced.",
   "supports": "accrued and unbilled Grow AI usage is still invoiced"
  },
  {
   "id": "s32",
   "url": "https://help.clio.com/hc/en-us/articles/40024979233819-Account-Management-in-Clio-Grow",
   "title": "Account Management in Clio Grow",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "Grow and Manage licenses are linked"
  },
  {
   "id": "s33",
   "url": "https://www.clio.com/tos/",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "if your initial term is a multi-year term, your subscription will renew on an annual basis.",
   "supports": "multi-year terms renew yearly"
  },
  {
   "id": "s34",
   "url": "https://www.clio.com/tos/",
   "title": "Terms of Service",
   "publisher": "vendor",
   "quote": "Following a period of no less than ninety (90) days from the cancellation or termination of a subscription",
   "supports": "the 90-day minimum before deletion"
  },
  {
   "id": "s35",
   "url": "https://help.clio.com/hc/en-us/articles/24314530232603-Clio-Draft-Subscription-and-Billing-Information",
   "title": "Clio Draft: Subscription and Billing Information",
   "publisher": "vendor",
   "quote": "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.",
   "supports": "administrators can cancel Clio Draft"
  },
  {
   "id": "s36",
   "url": "https://help.clio.com/hc/en-us/articles/52131731711003-Manage-Your-Grow-AI-Subscription",
   "title": "Manage Your Grow AI Subscription",
   "publisher": "vendor",
   "quote": "In Clio Grow, go to Settings > Subscription. Click the Billing tab. In the Cost controls section, click Deactivate Grow AI or Reactivate Grow AI.",
   "supports": "where to deactivate Grow AI"
  }
 ],
 "verification": {
  "level": "docs",
  "checked_on": "2026-10-05",
  "by": "stackcut-research",
  "unverified": [
   "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"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-10-05",
   "result": "fixed",
   "notes": [
    "Re-checked every route, pay_less and export fact against Clio's help center and Terms of Service: the cancel steps, the support call, auto-renewal, the rest-of-term fees, no refunds and the 90-day retrieval period are confirmed",
    "Route label: removed 'Clio Suite', which no cited page mentions",
    "Removed the annual-billing pay-less item: neither Clio's pricing page nor its help center says annual billing costs less",
    "Clio Draft: added the help page's statement that administrators can cancel (s35)",
    "Grow AI: moved the accrued-charges note from 'you lose' to tips, with where to deactivate it (s31, s36)",
    "Export: added contact related matters, which the export page also lists"
   ]
  }
 },
 "page": "https://stackcut.io/cancel/clio",
 "json": "https://stackcut.io/exits/clio.json",
 "evidence": {
  "packet_revision": "b56f2a58e6435456b42ecc4be9158d65d94a64d112223303080defedc3ee505d",
  "docs_checked_on": "2026-10-05",
  "last_observed_success_on": null,
  "verification": "docs",
  "freshness": {
   "as_of": "2026-10-09",
   "status": "current",
   "checked_on": "2026-10-05",
   "age_days": 4,
   "stale_after_days": 30,
   "next_check_on": "2026-11-04"
  },
  "routes": [
   {
    "route_id": "clio--direct-web--r1",
    "channel": "direct_web",
    "checked_on": "2026-10-05",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-10-05",
     "age_days": 4,
     "stale_after_days": 30,
     "next_check_on": "2026-11-04"
    }
   },
   {
    "route_id": "clio--direct-web--r2",
    "channel": "direct_web",
    "checked_on": "2026-10-05",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-10-05",
     "age_days": 4,
     "stale_after_days": 30,
     "next_check_on": "2026-11-04"
    }
   },
   {
    "route_id": "clio--direct-web--r3",
    "channel": "direct_web",
    "checked_on": "2026-10-05",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-10-05",
     "age_days": 4,
     "stale_after_days": 30,
     "next_check_on": "2026-11-04"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}