Clio Draft users who are 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.
Manage subscription and billing cycle
In Clio Draft, administrators can add or remove seats (i.e. licenses that users can use to access the account), add or remove subscription products (i.e. fillable court forms and document automation), change the billing cycle, view the next invoice for the subscription, and update the payment method for the plan. Adding and removing seats will affect your subscription price.
- Go to Settings and click Subscription.
- Click Update seats.
- Click the plus (+) icon to add additional seats or the minus (-) icon to remove unoccupied seats.
- Click Add X seats to confirm and pay the amount due or Remove X seats if you removed seats.
- Go to Settings and click Subscription.
- Click Add next to each product you want to add or Edit next to each product you want to remove.
- Select the product(s) you want to add or deselect the product(s) you want to remove.
- Click Confirm.
- Go to Settings and click Subscription.
- Under Billing cycle, select Monthly or Annual.
- Review the changes and then click Confirm. The change will take effect at your next billing date.
- Go to Settings and click Subscription.
- Scroll down to Next Invoice to view the date and amount due for your next payment.
- Go to Settings and click Subscription.
- Scroll down to Payment method.
- Click Update payment method.
- Enter the new credit card details and then click Confirm.
View billing history and download receipts
- Go to Settings and click Billing history.
- Find the bills that you want to view and download.
Cancel account subscription
Once your account subscription is canceled, you will see a banner at the top of the screen with your cancelation/subscription end date. This banner is your cancelation confirmation.
Important: As per Clio Draft’s terms of use, Clio cannot cancel your account for you. You can learn more about the terms of use here.
- Go to Settings and click Subscription.
- Scroll down to Cancel subscription.
- Click Cancel subscription.
- Select the checkbox acknowledging the action and then click Continue with cancellation.
- Select the reason for cancelation or write a reason and then click Continue with cancellation.