Clio Care — cliocare.com.au
Last updated: 19 September 2026
Clio Care is documentation and practice management software for Australian NDIS support workers. It generates structured case notes from your description of a session, and it also handles your calendar, invoicing, expenses, service agreements, participant records and reports. Clio Care is operated by Clio Health Pty Ltd (ACN 695 627 199), trading as Clio Care (ABN 29 695 627 199) ("we", "us", "our").
By creating an account or using Clio Care, you agree to these Terms of Service and our Privacy Policy. If you do not agree, do not use the service.
We may update these terms from time to time. Where a change materially affects your rights or how we handle your information, we will tell you by email and in the app before it takes effect. Minor changes, such as corrections and clarifications, are made by updating the date at the top of this page.
Clio Care is administrative software. It does several things:
— Case notes. You describe a session and Clio Care generates a structured note using AI. You review, edit and sign it.
— Participant records. You store profile information about the participants you support, including goals, communication needs, support plans and contact details.
— Calendar and shifts. You record the shifts you work and link them to notes and invoices.
— Invoicing and expenses. You create invoices for the supports you deliver and record business expenses.
— Service agreements. You create service agreements and send them to participants to sign electronically.
— Documents. You upload and store documents relating to your participants and your own working credentials.
— Reports. You generate summary reports from your notes over a period.
Clio Care stores the records you create and the documents you upload, and keeps them available to you for as long as your account is active. It is not a clinical decision-making tool and it is not a medical device. It does not make decisions about a participant's supports, and it does not replace your provider's own record-keeping systems or your obligations to them.
Every note is yours. Clio Care generates a draft. You must review, edit if necessary, and sign off on every note before submitting it to your provider, platform, or any other party. By signing off on a note, you confirm that it is accurate and complete.
You are responsible for having appropriate authority to use Clio Care for your participants. If you are employed by a provider, check with your employer that use of AI documentation tools is permitted under their policies. If you are a sole trader or platform worker, you are responsible for ensuring your use complies with your service agreements and applicable regulations.
Information about other people. Participant records include details of people other than the participant, such as guardians, emergency contacts, plan managers, support coordinators and medical contacts. You are responsible for having the authority to provide that information to us and for keeping it accurate. Do not upload documents or photographs containing other people's information unless you are entitled to.
You must comply with the NDIS Code of Conduct, including obligations around integrity, honesty, transparency, and participant privacy. Clio Care helps you meet these obligations through structured documentation, but the legal responsibility remains with you.
You must report incidents through your normal channels. Clio Care may flag potential reportable incidents in generated notes, but this does not replace your obligation to report incidents to your supervisor, provider, or the NDIS Quality and Safeguards Commission within required timeframes. Do not rely solely on Clio Care for incident reporting.
Invoices and claims. You are responsible for the accuracy of every invoice you issue, including the support item codes, rates, dates and hours on it. Clio Care does not check your rates or codes against the NDIS Price Guide, does not verify that a support is claimable, and does not submit claims on your behalf. See section 9.
Service agreements. A service agreement created in Clio Care is an agreement between you and your participant. We provide the template and the signing process. We are not a party to it, we do not review its terms, and we do not advise on whether it is suitable for your situation. See section 10.
You must provide accurate information when creating an account. You are responsible for maintaining the security of your account credentials. Do not share your account with others. Each support worker should have their own account so that notes are attributed to the correct worker.
You agree not to:
— Use Clio Care to generate false, fabricated, or misleading records
— Submit notes you have not reviewed and verified as accurate
— Create case notes, reports or participant records about people you do not support. This does not stop you recording the contact details of people connected to a participant's supports, such as a guardian, plan manager or emergency contact, where you are entitled to hold them
— Attempt to reverse-engineer, copy, or extract the system prompts or compliance engine
— Use the service in any way that violates Australian law or the NDIS Code of Conduct
Clio Care is offered on a single paid plan following a free trial period. The price is currently $29 per month when you subscribe on our website, and A$34.99 per month when you subscribe through the App Store or Google Play. The plan and its features are the same either way. Prices and features may change, and we will give reasonable notice of any change affecting existing subscribers.
Subscriptions are billed monthly and renew automatically each month until you cancel. You may cancel at any time and will keep access until the end of the period you have paid for. We do not provide refunds for partial months except where required by Australian Consumer Law.
Where you subscribe through the App Store or Google Play, that store handles the payment, and you manage or cancel the subscription in your account settings for that store. Its own terms and refund rules apply in addition to these terms.
Case notes and reports generated by Clio Care are produced by AI and may contain errors, omissions, or inaccuracies. Every note includes a disclosure stating it was generated with AI assistance and reviewed by the worker. This disclosure must not be removed.
The in-app help assistant is also AI-generated. It may be wrong or out of date about how the product works. It is not advice, and where an answer matters you should check with us directly.
We continuously improve the quality of generated notes, but we do not guarantee that every note will be perfect, complete, or suitable for every situation. The review and sign-off step exists because human judgement is essential.
Our published Note Integrity Standard sets out the commitments we make about how notes are generated, preserved and disclosed. Where that standard makes a specific commitment, we hold ourselves to it.
Clio Care lets you create and send invoices and record expenses. To do this we store business and payment details you provide, including your ABN, business address, and the bank account details you want your invoices to show.
We do not process payments for you. We do not receive, hold, or transfer money owed to you. An invoice created in Clio Care is a document you send. Payment happens directly between you and whoever pays you.
GST. Clio Care does not currently calculate or apply GST. All invoices are produced without GST. If you are registered for GST, Clio Care will not produce a compliant tax invoice for supports that are taxable, and you are responsible for meeting your own tax obligations, including issuing correct tax invoices by other means. You are responsible for your own tax affairs in all cases.
Clio Care lets you create a service agreement and send it to a participant or their representative by email, using a secure link that is valid for a limited period, so they can read and sign it electronically.
The agreement is between you and them. We are not a party to it. We provide the template and the signing mechanism, we do not review the terms you set, and we do not warrant that the agreement or the method of signing is suitable or enforceable for your circumstances. You should get your own advice if that matters to you.
When someone signs an agreement through Clio Care, we record their name, the time they signed, and the fact they used the link we sent. We do this so that you and they have a record of it.
You can upload documents and photographs and attach them to participants, notes and your own profile. You are responsible for what you upload, for having the right to upload it, and for whether it is appropriate to store it. Do not upload anything you are not entitled to hold.
Clio Care can send notes, invoices, reports and service agreements by email on your behalf, to recipients you choose. You are responsible for choosing the right recipient and for whether the information is appropriate to send to them. Once an email has been sent we cannot recall it.
Your use of Clio Care is also governed by our Privacy Policy, which describes how we collect, use, store, and protect your data. By using Clio Care, you consent to the data practices described in the Privacy Policy.
Much of what you store in Clio Care is sensitive information about other people, including health information about the participants you support. We treat it accordingly, and so must you.
Your records are stored in Australia. Generating a note or a report sends the text you write and the relevant participant information to a specialist AI provider for processing on servers in the United States, under a data processing agreement, retained no longer than 30 days and never used to train AI models. The Privacy Policy sets this out in full.
Two-factor authentication is available in Settings. Given what you store here, we recommend using it.
To the maximum extent permitted by Australian law, Clio Care is provided "as is" without warranties of any kind. We do not warrant that the service will be uninterrupted, error-free, or that generated notes will meet all regulatory requirements in every situation.
We are not liable for any loss, damage, or adverse outcome arising from your use of the service, including but not limited to regulatory penalties, complaints, incorrect invoices or claims, disputes about a service agreement, or harm resulting from inaccurate notes that you reviewed and signed off on. Your sign-off is your acceptance of responsibility for the note's content.
Nothing in these terms excludes, restricts or modifies any guarantee, right or remedy you have under the Australian Consumer Law that cannot be excluded.
The Clio Care platform, including its frameworks, prompts, templates and compliance systems, is our intellectual property.
The content you create and upload is yours. That includes your notes, reports, invoices, expenses, participant records, service agreements and documents. You grant us a limited licence to store and process that content for the purpose of providing the service to you.
You may stop using Clio Care at any time. To close your account and have your data deleted, email us at hello@cliocare.com.au and we will action it within 30 days. We may suspend or terminate your access if you breach these terms.
Before you close your account, you can export the records you have created, including notes, invoices and reports, and download the documents you have uploaded. We will retain data in accordance with our Privacy Policy and applicable legal requirements.
These terms are governed by the laws of Australia. Any disputes will be resolved in the courts of the relevant Australian state or territory.
If you have questions about these terms, contact us at hello@cliocare.com.au.