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Clio for Microsoft Teams

For law firms to stay connected and work collaboratively.
  • CLIO MANAGE
Available in Canada, Europe, the United States

Key benefits for your firm

  • Declutter your inbox

    Move internal discussions to Teams and reserve your inbox for critical firm and client communications.
  • Collaborate on matters

    Easily access your Clio matters without leaving Teams. Plus, you can quickly create teams and access them from Clio Manage.
  • Work seamlessly between Clio and Teams

    Use quick links within both Clio Manage and Teams for easy navigation.

How Clio for Microsoft Teams works with Clio

  • CLIO MANAGE

    Review recent Notes and Communications in Teams

    The Matter Dashboard tab in Teams makes it easy to review recent updates to your matters.

    Plan for upcoming events in Teams

    Easily check your upcoming events and discuss a plan with your team in the sidebar.

    Create a new team in a few seconds in Clio Manage

    Just check the box off to create a team when editing or creating a new matter in Clio Manage.

Ready to improve your workflow with Clio for Microsoft Teams and Clio Get Started

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Helpful resources

  • Getting set up

    You can learn more about Clio’s integration for Microsoft Teams in our help center.