For Professionals

Getting Started

• How do I use Custody Schedule Builder?
• How do I respond to a client's access request?
• How do I link to an existing client account?
• How do I integrate OurFamilyWizard to Clio?

Professional Account Settings

• How do I update my professional account username and password?
• How do I update my professional account information?

My Cases

• How can I manage notifications about my clients' activity?
• How do I withdraw or remove access to a client account?
• How do I create a new client account?

Client Account Purchases and Bulk Pricing

• How do I purchase a subscription for my client?
• How do I purchase subscriptions in bulk?
• Can I get a refund for individual client account purchases?
• Do I have to purchase subscriptions in bulk in order to activate my clients' accounts?