Is my participant data safe?
Yes. Your data is encrypted with AES-256 at rest and TLS in transit, the same standard used by banks. It's stored in Australia and never leaves the country. We never sell, share, or use your data to train AI models. Each worker can only see their own participants and notes. Clio is built around the Australian Privacy Principles and the NDIS Practice Standards.
Do I need a credit card to start?
No. Sign up with an email, use it for 30 days free. Add a card if and when you decide it's worth $15 a month.
What happens after the 30 days?
If you've added a card, $15/month, billed monthly, cancel anytime. If you haven't, Clio reminds you. We'd rather you stop using us than feel tricked into a charge.
How is Clio's AI different, and is it allowed for NDIS notes?
Clio doesn't write your notes. It cleans up your input, structures what you said, flags gaps it can see in your documentation, suggests what an auditor might want added, and catches the small things you might miss when you're tired at the end of a shift. Your words and your observations stay yours. If you said “she picked it up quickly,” the note says “she picked it up quickly,” not “she demonstrated rapid skill acquisition.” Clio never invents details, never adds events that didn't happen, and never replaces your voice with AI language.
Using AI this way is allowed under the NDIS Code of Conduct, which asks for notes that are accurate, honest, and transparent. Clio is built around all three. The AI assists, you author, you sign off.
I work through Mable, Hireup, or self-managed clients. Does this work for me?
Yes. You're exactly who Clio is for. The product is built for independent support workers, including platform workers. You generate the note in Clio, then copy and paste into the platform's case note field, or export as PDF and email it.
What if I cancel? Do I keep my notes?
Yes. Every note can be exported as a PDF, including before you cancel. The ATO requires sole traders to keep business records for five years, so your notes are yours to keep.