What’s New and Improved In Clio

Learn how the new and enhanced features in Clio will help you serve your clients better and keep your firm running smoothly in a rapidly-changing environment.


Key Features

Grow your business from anywhere

  • Scheduler Payments Mockup

    Clio Suite | Scheduler + Payments

    By making it easy and flexible for clients to schedule paid consultations with you online, you can reduce client intake costs and no shows, while attracting more business with ease.

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  • eSignature

    Clio Manage I E-Signatures

    Save time by preparing, sending, and electronically signing documents directly from Clio Manage. Reviewed and signed documents are saved automatically in Clio.

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  • Zoom Integrations Mockup

    Clio Manage I Zoom Integration

    Improve client satisfaction by staying connected with clients safely and efficiently through Zoom. Make any meeting a Zoom meeting with one click and launch Zoom meetings from your web or mobile calendar apps.

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Recent Releases

Firm Performance

Clio Manage I Microsoft Teams Integration

Microsoft Teams Integration

Create and access Teams from Clio Manage where you can collaborate effectively in a distributed team—by discussing updates, action items, questions, or blockers efficiently and securely.

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Clio Manage I In-App Notifications

In-App-Notifications

Stay on top of updates and changes to matters easily with in-app notifications. The in-app notification panel in the web and mobile apps give you visibility into work being completed.

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Clio Manage I Outlook Add-In Improvements

Outlook Add-In Improvements

Store and organize your email communications more quickly and easily. Save time with recommended matter folders, capture billable time swiftly, and file outgoing emails with one click.

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Clio Manage I Billing Enhancements

Billing-Reorganization

Get the most out of Clio’s billing—your billing workflow is now more efficient, and resharing bills and setting bill recipients when creating matters is even easier.

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Client Experience

Clio Grow I Public Intake Forms

Simplify your intake process, save more time, and deliver an exceptional client experience with Clio Grow’s public online intake forms. Now, you can quickly capture Contact and Matter information at the first point of contact, from all prospects via your website.

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