Data Deletion

Requesting data deletion

You can request deletion of your personal data by emailing:

Please include the following so we can find and verify the right account:

• Full name
• Registered email address
• WhatsApp number (if applicable)
• Instagram username (if applicable)

We may need to confirm that the request comes from you (or from an authorized admin of your organization) before deleting data. Using the email address on the account speeds this up.

What will be deleted

When we complete a verified deletion request for your account (or the data you are entitled to have removed), we delete or permanently anonymize, as applicable:

• User account information
• CRM contacts associated with the account
• Conversation history
• AI interaction history
• Uploaded files
• Connected account information where applicable (for example WhatsApp or Instagram connection details stored by Clio)

Organization-owned data may require an admin request. If you are one member of a larger workspace, we will delete your user profile and personal identifiers while preserving other users’ data and business records they still need—unless the request is for full organization closure.

Processing time

Deletion requests are normally completed within 7 business days after we verify your identity and the scope of the request. We will confirm by email when the process is finished, or if we need more information.

Exceptions

Certain information may be retained temporarily where required by law, for accounting or tax records, to resolve disputes, or for fraud prevention and security. When we retain data for these reasons, we limit it to what is necessary and isolate it from active product use.

Message content that already resides on Meta’s systems (WhatsApp, Instagram, etc.) is controlled by Meta under their policies. Deleting data from Clio does not automatically delete copies Meta may hold independently. You may also need to manage or disconnect those platforms in Meta Business Suite or the relevant app settings.

What you can do in the product

Organization admins can often remove contacts, disconnect integrations, and manage team members from Clio settings without waiting for a formal request. For complete account erasure, email us as described above.

More information

How we handle personal data day to day is described in our Privacy Policy. Platform use is governed by our Terms of Service.