New Product Features in Clio
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Create your online presence in minutes with an easy website builder.
With Clio Grow, you can create a professional website without having to learn to design or code. Simply select your theme and build your website using a straightforward form. Once published, your firm’s website makes it easy for clients to find your services, book and pay for consultations online, and collect prospective client information.
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Get quick responses with text messaging
With text messaging you and your clients have a convenient way to answer questions and share updates without needing to give out your personal number. All text messages, including media files like images and videos, are saved in one organized place.
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Getting paid, managing your cash flow, and reconciliation process has never been easier
Clio makes it easy for your clients to pay you online, anytime, anywhere. Now, you can also choose how payment processing fees get billed, so you have more control over your expenses!
Choose to get your payment processing fees billed in real-time, per transaction so you know the money deposited into your account is net, or in one sum at the end of the month to suit monthly reconciliation.
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More ways to share bills and get paid
Let clients pay how they prefer by accepting payments from your bills, website, the mobile-friendly client portal, in person through QR code payments, and more.
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Customize your intake pipeline
Filter and sort your pipeline to quickly identify–and take action on–the most important or urgent new client opportunities.
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Customize your Clio matters with apps
Use and interact with select apps right inside of Clio matters and complete actions like serving documents with Proof, visually planning and tracking activities with Legalboards, and automating the delivery of subscription legal services with Fidu.
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Not a Clio user? Book a demo here to learn about all these features and more.
Popular product enhancements
Confirm meetings with text notifications
Use text notifications and reminders to avoid the costly no-shows and unnecessary administrative overhead that comes with organizing client meetings. Clients can confirm if they plan to attend a meeting so you aren’t left guessing, and automated text reminders save you from having to call or email.
Automated Lawyaw Court Forms
Access up-to-date libraries of thousands of official Lawyaw court forms. With Clio, you can automatically fill sets of standard forms and streamline routine drafting. With all the time you’ll save, you can focus on high-value tasks and worry less about costly errors.
Streamline communication with our secure client portal: Clio for Clients
Make it easy for your clients to communicate and share information with you no matter where they are. With Clio for Clients, your clients can securely receive updates, share documents, and access their case information from their desktop or mobile phone. The best part? Everything is automatically stored to the appropriate matter in Clio Manage for you.
Store and process protected health information in a HIPAA-compliant manner using Clio
At Clio, we are committed to ensuring that the data you store and process is always protected.
Clio has successfully completed a HIPAA attestation examination, which means that we now help our customers fulfill their ePHI obligations as we store and process data in a manner consistent with HIPAA standards.
If your law firm is required to be HIPAA compliant, we can enter into a business associate agreement (BAA) with your organization. For more information about our HIPAA attestation report or entering into a BAA, reach out to our team at [email protected]
File and organize emails in seconds with Clio’s Outlook Add-in
Make staying organized and logging your effort a breeze. Using our new Outlook Add-in, you can file and organize emails, attachments and time entries to your matters in Clio Manage directly from Outlook.
Clio’s Outlook Add-in is available on Windows, Mac and the web app
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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