Make 2025 Your Firm’s Best Year Yet, With Clio

Whether you’re hanging your own shingle or ready to refresh outdated systems as an established firm, anyone can take advantage of this program, provided you purchase a valid Clio subscription by November 30, 2024.

Schedule a demo to take advantage of this program.

This program is designed to empower law firms who want to start the new year organized and financially sound with the following perks:

• Two Months Free on Clio Subscriptions: You will receive the first two months of Clio for free, giving you immediate access to award-winning legal practice management and payments tools.
• 30 Days of Free Payment Processing: You can benefit from a month of free payment processing, helping you streamline billing and increase cash flow.
• Free Data Migrations: Clio will ensure a smooth transition with free data migration, allowing you to bring your firm’s critical information into Clio with minimal downtime and maximum security.
• 24/5 Customer Support: With dedicated 24/5 support, Clio’s customer service team will be available to help you navigate setup, answer questions, and ensure staff are comfortable with the new system.
• Training and Onboarding Resources: From day one, you have access to Clio’s extensive training materials and onboarding assistance.

Schedule a demo to take advantage of this program.

Eligible firms must purchase an annual subscription of Advanced or Complete plans by November 30, 2024. Learn more about Clio’s flexible plans or schedule a demo to take advantage of this program.

Whether you’re transitioning from a server-based system or another cloud-based solution, Clio’s team of migration specialists and onboarding experts are dedicated to transferring your data and training your staff—at no additional cost.

If you need additional migration assistance, Clio has a network of certified legal technology consultants to help ease the transition to Clio.

Schedule a demo to take advantage of this program.

Terms of Offer
These terms and conditions (“Terms”) govern these limited-time Offers (as defined below) from Themis Solutions Inc. and its affiliates (dba “Clio”). By accepting an Offer, you agree to be bound by these Terms. These Terms are in addition to the Clio Terms of Service located at clio.com/tos (the “ToS”) which govern your use of Clio products and services (including Clio Payments). Each Offer is valid between the dates of November 12, 2024 and November 30, 2024 (the “Offer Period”) for New Subscribers and Eligible Subscribers (each as defined below), who acknowledge and agree to the Offer Requirements (as defined below).
If you are a New Subscriber during the Offer Period, you will receive a one-time discount (the “Credit”) equivalent to the fees payable by you for the first two-months of the services you subscribe for (the “Waiver Offer”).
If you are an Eligible Subscriber during the Offer Period, you will not be charged any merchant processing fees on payments processed up to the Limit (as hereinafter defined), from credit card, debit card, or electronic bank transfer sources, for thirty (30) days from the date that is one (1) business day after the date of your Payments Activation (as defined below) (the “Processing Offer”, and together with the Waiver Offer, collectively, the “Offer”). The “Limit” means the first one hundred thousand US dollars (USD $100,000) if the Eligible Subscriber resides in the USA, or the first one hundred thousand CAD dollars (CAD $100,000) if the Eligible Subscriber resides in Canada, in payments processed.
“New Subscribers” are subscribers who: (i) at the time of redemption, do not have any active subscription to any Clio product or service; (ii) have been directly invited to participate in the Offer through a communication initiated by a Clio employee or agent (an “Invitation”); (iii) after receiving an Invitation, successfully purchase and activate an annual subscription to Clio Manage at either the Advanced or Complete level, before the end of the Offer Period (a “Manage Activation”); and (iv) agree to the Clio ToS, upon activation of Clio Manage.
“Eligible Subscribers” are New Subscribers who also: (i) successfully complete an activation of Clio Payments in their Clio Manage account during the Offer Period and within five (5) days of their Manage Activation (a “Payments Activation”); (ii) in the process of completing a Payments Activation, complete and submit the application form (the “Application Form”) provided by Clio, to Clio, setting forth the following details: business type, business name, employer identification number (if applicable), business email, phone number, address, and the personal information for all firm owners with at least 25% ownership (including their names, dates of birth, social security numbers, emails, phone numbers and home addresses); (iii) connect their firm bank account and provide routing numbers for at least one operating account; and (iv) agree to the Clio Payments terms available here, upon activation of Clio Payments.
The Offers are subject to the following requirements (the “Offer Requirements”), and by accepting an Offer, you acknowledge and agree to all Offer Requirements:
1.    You must be a New Subscriber and/or an Eligible Subscriber, as applicable, as determined by Clio in its sole discretion.
2.    The Offers are for your personal use and may not be transferred to any other person whatsoever and may not be substituted.
3.    Manage Activations made prior to, or after, the Offer Period, will not be eligible for the Waiver Offer.
4.    If for any reason, you terminate your services prior to the first anniversary of the date of your Manage Activation, Clio may, in its sole discretion, void the Credit, and the full amount of the fees payable for your first year of services will be immediately due and payable (but in any event will be payable within fifteen (15) days).
5.    The Credit is a one-time credit only, applicable for the first annual term of your services subscription, and there will be no credits for any renewal terms. For certainty, Clio has no obligation to offer any further credits at any point.
6.    Payments Activations made prior to, or after, the Offer Period, will not be eligible for the Processing Offer.
7.    The Application Form must be received before the end of the Offer Period in order for the applicable Payments Activation to be eligible for the Processing Offer, which will be determined by Clio in its sole discretion.
8.    Any payments processed beyond the Limit will have the standard merchant processing rate applied to such transaction(s), as such rate is determined by Clio in its sole discretion, even if the processing occurs within the Offer Period.
9.    Thirty-one (31) days after your Payments Activation, all subsequent payments processed will have the standard merchant processing rate applied to such transaction(s), as such rate is determined by Clio in its sole discretion.
10.  Eligible Subscriber must only process payments in Clio Payments for the purposes intended. Processing of non-commercial transactions unrelated to the payment of client invoices or collection of funds to be held in trust, as determined by Clio in its sole discretion, will result in the immediate termination of the Processing Offer and all free payment processing will immediately cease. You agree that Clio may charge a one-time processing fee for any non-commercial transactions discovered, at a processing rate as noted by your account manager, against the total balance of the transactions.
11.  Clio is not responsible for Stripe’s failure to authorize a Stripe Connected Account for Eligible Subscriber, nor if Stripe fails to complete a processed payment during the period of free payment processing.
12.  In the event of a dispute, Clio is the sole authority on determining eligibility for each Offer.
13.  Only New Subscribers and Eligible Subscribers who reside in the United States or Canada (except Quebec), and are 21 years of age or 18 years of age, respectively, or older, are eligible for each Offer.
14.  These Terms are governed by the laws of British Columbia. All applicable federal, state, provincial, and local laws and regulations apply. Void where prohibited or restricted by law. PURCHASE NECESSARY. THIS PROMOTION CANNOT BE STACKED OR USED IN COMBINATION WITH ANY OTHER PROMOTION (EXCEPT FOR MEMBER BENEFIT DISCOUNTS), DISCOUNT, OR OFFER BY CLIO, UNLESS EXPRESSLY PERMITTED BY CLIO. All federal, state, provincial, and local taxes and any expenses not specified herein are your sole responsibility.
15.  Misrepresentation or abuse will result in disqualification for these Offers at the sole discretion of Clio. Clio is not liable for any loss or damage as a result of participation in or acceptance of these Offers, nor inability to claim an Offer due to technical issues on the part of the potential New Subscriber or Eligible Subscriber. Clio reserves the right to amend these Terms at any time or to terminate either Offer without notice, with changes communicated to you in writing if, and as, applicable. Any term or condition set out in these Terms, to the extent that it conflicts with any local laws or regulation is void and unenforceable to the extent, and only to the extent, to which it is prohibited or restricted.
16.  BY ACCEPTING AN OFFER, YOU WAIVE ALL RIGHTS TO BRING (AND COVENANT NOT TO BRING) ANY CLAIM AGAINST CLIO OR ANY OTHERS ASSOCIATED WITH THESE OFFERS. YOU FURTHER AGREE TO RELEASE AND HOLD HARMLESS CLIO FROM ANY AND ALL LIABILITY ARISING FROM YOUR ACCEPTANCE OF THE APPLICABLE OFFER, OR CLIO’S USE OF ANY OF YOUR INFORMATION IN CONNECTION HEREWITH.