Administrators can manage the account’s subscription and firm information in Clio Grow. This article outlines administrative tasks related to your Clio Grow account, such as managing licenses, inviting users to join the account, deactivating users, setting user permissions, accessing payment information, setting date and currency formats, and more.
Update account format settings
Administrators can change the firm's currency and the way that the date and currency values are formatted.
- Open the user menu in the top right, then go to Grow settings > Account.
- Scroll down to Format settings and use the dropdowns to select your currency and formats.
Add licenses
In Clio Grow, you can easily add (purchase) and delete (remove) licenses depending on the number of users for your firm. You can then assign each license to a firm user by inviting them to the Clio account. You can also manage Clio licenses via the Admin Console.
- Open the user menu in the top right, then go to Grow settings > Account.
- The number of total licenses available and the number of active users (those who have been assigned) are provided.
- Click Administer licenses > Purchase licenses.
- Specify the number of licenses you need to add and then click Purchase licenses.
Remove unused licenses
Deactivating users will not automatically update your subscription or billing amount. Your payment reflects the number of licences available in your account. If you have unused Clio Grow licences, remove them. Any cost savings will be reflected in your next billing cycle.
- Open the user menu in the top right, then go to Grow settings > Account.
- The number of total licenses available and the number of active users (those who have been assigned) are provided.
- Click Administer licenses > Remove licenses.
- Specify the number of licenses you need to remove, then click Remove licenses.
- If you try to remove licenses with users assigned to those licenses, you can select which users to deactivate before you remove the licenses.
- You cannot remove all Clio Grow licenses, but you can reach out to Clio to cancel your Clio Grow account.
View payment history and receipts
You can view a history of your paid invoices for your Clio Grow subscription in your settings.
- Open the user menu in the top right, then go to Grow settings > Payment Info.
- Under Previous payments, click View PDF to view a past paid invoice.
Update payment information
If your payment for your Clio Grow subscription was not processed or if you just want to change the credit card used to pay for your subscription, you can update this information in your Clio Grow settings.
- Open the user menu in the top right, then go to Grow settings > Payment Info.
- Enter your new credit card details.
- Save your changes.
View an active payment waiver
A payment waiver is a discount applied to your subscription fee. It varies depending on your billing cycle and is applied when your subscription is first created. You can view when your payment waiver will expire in your Clio Grow settings.
- Open the user menu in the top right, then go to Grow settings > Payment info.
- You can view the amount for your payment waiver in the Subscription section.
- If the payment waiver has expired, it will no longer be visible.
Cancel Clio Grow account
You can cancel your Clio Grow account by calling Clio's support team.
Up next
- Manage Users in Clio Grow: Invite users, set their permissions, and deactivate users who leave the firm.
- Manage Account and Payment Information: View payment history, update your payment method, and manage your Clio Grow subscription.
- Manage Clio Licenses and Users: Manage licenses and users across all Clio products from the Admin Console.