New Product Features in Clio
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Do more with Clio Duo, your dynamic AI partner
From completing everyday tasks, planning your day to turning information into insights, Clio Duo takes care of it, empowering you to focus on the work that only you can do.
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Clio File is here!
Electronically file and serve court documents to Texas or Georgia state courts from the same place you manage your firm—with more states on the way!
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Accounting made approachable
Match bank account transactions, reconcile accounts, prepare financial statements, and analyze every financial transaction related to running your firm in one system of record.
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Instantly generate settlement statements with Personal Injury Add-On
Seamlessly create, collect, and store signed settlement statements all in one place.
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Easily split bills
Enjoy the flexibility to split an invoice from the same matter across multiple payers with speed and ease. Each payer will receive their own invoice displaying their owed amount, making it easier to track paid and outstanding balances.
Not a Clio user? Book a demo here to learn about all these features and more.
Popular product enhancements
Accept payment in person with tap to pay
You can now accept payment without needing to generate a bill first. Plus, tap to pay is now available for Android!
Make informed decisions with revenue reports in Clio Grow
The matter revenue report uses billing outcomes from Clio Manage to show you which lead sources and referrers generate the most revenue.
Bill in bulk with greater visibility
Use the new Job Status subtab to go back and check in on progress for bulk billing actions you complete in Clio, including bill generation, bulk deletion, and more.
Skip delays in your intake process with automation
Keep your intake process moving, from sending intake forms to booking appointments to assigning tasks. Automated workflows handle next steps so you can bring on new clients faster, and with less effort.
Provide an accessible onboarding experience to non-English-speaking clients
Broaden your clientele by making it simpler for Spanish, Portuguese, German, or French-speaking clients to complete intake forms in their preferred language.
Grow your firm with Google’s Local Services Ads
Finding new clients is one of the biggest challenges facing lawyers today. Google’s Local Services Ads for Clio helps law firms attract highly-qualified leads by appearing when and where clients are searching.
Introducing Clio for Legal Aid
Manage and report on every aspect of your grants, from eligibility screening to case resolution, all from within the leading case management software.
Get your contacts in sync across Grow and Manage
Now, you can automatically sync your contacts across Clio Grow and Clio Manage, including contact name, email address, phone number, and address—with more coming soon!
Clio announcements
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Stay on top of Clio’s latest product updates in the Clio community
Get answers to your Clio questions, learn more about upcoming pilot programs, and connect with fellow Clio customers.
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