Community Guidelines

  • 4 March 2021
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Welcome to The Law Community! We are so happy to have you here! 😀

We are here to create a space where Clio users can share knowledge, learn, collaborate and connect with one another. These Community Guidelines will help you to understand the expectations we have for our community members, and help you understand what to expect from others in this space.Your participation here is subject to these Guidelines and our Terms of Use.

Our community is here for everyone, however, we want to make sure that the community offers a positive experience for all of our members. Therefore these general guidelines have been established. Should there be any questions or issues, please let us know via an email to

Be respectful

Treat one another with respect! We are committed to providing a welcoming, harassment-free community for everyone, regardless of gender, sexual orientation, disability, physical appearance, age, race, ethnicity, or religious beliefs. Users will not post any racist, sexist, discriminatory, threatening or otherwise insulting comments, will not use coarse language, make inappropriate jokes or otherwise harass, belittle, or demean any other members of the community, including customers, Clio staff, or moderators.

Stay legal

Users may not post any pornographic or otherwise offensive material, share illegal content or content for which they do not possess copyright, attempt to distribute illegal substances, distribute viruses or other material which gives you access to the computers or systems of other users, or generally anything that is considered illegal by your municipality, region, or country of residence.

Stay on topic

Please do not change the subject of a discussion to something not intended by the original poster. Any off-topic posting or “hijacking” of threads will result in content being removed and ultimately can cause users to be removed from or denied access to the community.

Search first, ask questions later

We’ve got a lot of Clio experts in all areas in this community who are happy to share, so before asking a question or starting a new topic make sure you’ve used the search bar to see if someone has asked the question before. Moreover, when you search for anything, you will also see the Clio Help Center results. If after your initial search you still haven’t found what you’re looking for, feel free to start the conversation. 

Be patient

Patience is a virtue. If you’ve asked a question in one location and it hasn’t been answered right away, please allow our community members time to respond without spamming the same question in multiple locations.

No commercial use

Users may not use the forum for commercial activities such as the advertising or sale of non-Clio products or services, the sending of commercial messages (i.e. spam) or the advertising of other chat forums or websites. App Developers or Integration Partners may not send unsolicited messages to other community members, make disparaging statements about Clio, or share confidential information regarding their partnership. 

Protect everyone’s privacy...including your own

Please remember that everything you share is public for all community members to see. Also, don’t share any personal information about others without their consent. Please refrain from sharing personal information (telephone numbers, email addresses, etc.) of yourself, your clients, your staff or other people or companies in community posts. 

Moderator actions

Clio’s Community Team or volunteer moderators (selected from members of the community by the Clio Community Team) may change or remove content or restrict access to individual users in the event community guidelines are violated or use of the website outside of the ToS. We ask that community members do not discuss moderator actions in public—should you disagree with an action taken, please contact a moderator or the Community Manager via private message. 

Be careful

All users in this community are here to help; however, the information provided in this forum is for informational purposes only and does not constitute legal, financial or business advice by Clio or individual community members. You should consult your own attorney or other experts before relying on any information available in this community. Some of the information contained in this forum is provided by third party users. Clio is not responsible for such content, and does not approve, verify or otherwise endorse such information. All information in this forum is provided only as general information. Clio expressly disclaims all liability in respect of any or all content in this forum. We also ask that community members refrain from taking screenshots of other users’ comments and posting them publicly without express consent.


The Law Community is one of the best ways to ask your peers about the best ways to use Clio. One of the primary purposes of this community is to enable our customers to support each other. While Clio staff may monitor and occasionally respond to community posts, if you have an issue that requires attention from Clio support, such as technical questions, bugs, billing issues or other how to’s, please try searching for your answer in the Help Center or contact our awesome Clio Support team by calling 1-888-858-2546 or emailing


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