Access Clio's Trust Center

Clio's Trust Center publishes Clio's security and compliance posture for each Clio product. Your firm can review public security information without an account, and request access to audit reports, certifications, and policies for a vendor security assessment. The documents support your firm's own security review and vendor approval process.

Select a Clio product

The Trust Center holds a separate page for each Clio product group. Certification coverage, audit report types, and subprocessors differ between those pages, so the product selection determines which documents a request returns.

1. Go to trust.clio.com.
2. Select your firm's product from the dropdown in the top right. The Clio page covers Clio Manage and Clio Grow.

Request access to security documents

You will need to request access to documents with a lock icon. Documents without a lock icon are public. Locked documents (e.g., audit reports, policies, insurance certificates, and self-assessments) require an access request and a non-disclosure agreement. Clio's Compliance team reviews each request on business days. Requests submitted over a weekend are reviewed the following business day.

1. Go to Documents.
2. Click Get access.
3. Complete the request form and accept the non-disclosure agreement. Use the email linked to your Clio account. Requests from personal emails are denied without review. 

Find and download documents

Approved documents open from the same product page used for the request. The Documents section groups documents by category, and the All, Public, and Private filters narrow the list. Search content finds a document by name. Some reports are published as summaries rather than in full, such as the Pentest Report Summary.

1. Open a document to download it.
2. To retrieve several documents at once, click Bulk download.

Up next

Compliance: Review Clio's security protection mechanisms, regional regulatory information, and data residency options.