Managing who has access to Clio Work and when is a critical configuration step before your firm begins using Vincent AI for research and document analysis. Administrators can activate Clio Work, assign licenses to firm users, and manage the subscription before a trial period concludes. This article covers how to start a trial, allocate or remove licenses, and opt out of the service.
Activate a Clio Work trial
Firms with an active Clio Manage subscription can start a 14-day Clio Work trial. Administrators can activate the trial from a matter dashboard or the Manage AI panel.
Important: At the end of the 14-day trial, users who are still assigned Clio Work licenses will be converted to paid users. Set a reminder to review your allocations before the trial ends. To cancel, see Opt out of Clio Work below.
From a matter
- In Clio Manage, click the Matters tab and select any matter.
- From the matter dashboard, locate the Clio Work card and click the down arrow to expand it.
- Select Start free trial.
- Agree to the terms of service and select Start my 14-day trial.
From Manage AI
- In Clio Manage, click the Manage AI logo in the header bar.
- For Clio Work, select Try for free.
- Agree to the terms of service and select Start my 14-day trial.
Allocate or deallocate licenses
Once a trial is active, licenses must be manually assigned to individual users before they can access Vincent AI features. This allows firms to pilot the software with a specific team or department before a firm-wide rollout.
- In Clio Manage, click Settings > Manage Users.
- Locate the firm user and select the down arrow next to Edit.
- Select Add to Clio Work to grant access, or Remove from Clio Work to revoke access.
Note: If Clio Work does not appear in a user's product switcher after a license has been assigned, ask the user to sign out and sign back in to Clio Manage.
Opt out of Clio Work
To avoid recurring subscription fees, you can cancel the trial at any time before the 14-day period expires. Once you opt out and the trial period ends, users will no longer have access to Clio Work, and your card will not be charged.
- In Clio Manage, click Settings > Account and Payment Info.
- Select the Payment info subtab.
- In the Clio Work Subscription section, select Cancel trial.
- Select Cancel auto-upgrade to confirm.
Up Next
- Access Clio Work: see Use Clio Work With Clio Manage to connect Vincent to your matters, documents, and contacts
- Orient yourself in the workspace: see Get Started With Clio Work to identify your first workflow