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

  • Case Detail

    Clio for Clients (coming soon)

    Clio for Clients is a mobile app designed for legal clients to securely communicate and share information with their lawyers. Clients can receive updates, documents, and communicate with their lawyer via a secure app.

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  • Google My Business - Lawyer Near Me

    Google My Business

    Stand out on Google with a free Business Profile and engage with clients where they’re already searching for firms like yours–on Google Search and Maps–directly from Clio.

    With a quick setup experience built directly into Clio Manage, you can now create your Google Business Profile and connect with clients for free when they’re searching online. Plus, clients can book appointments right from your profile in Google with Clio Scheduler. When you make it easy to do business, your law firm grows.

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Recent Releases

Firm Performance

Clio Manage | Bill Message Templates

Bill Message Templates

Clio Manage’s bill message templates allows you to create, save, and pre-populate customized bill messages and share them quickly with your clients.

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Clio Manage | Trust Check Printing

Quickbooks

Enter trust records in Clio Manage and automatically sync them over to Quickbooks Online. Clio’s integration with Quickbooks Online is enhanced to now print secure professionals checks quickly.

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Clio Manage | Updates + Enhancements to Account Security

Enhancements to Account Security

Our new single sign-on functionality (SSO) lets you securely access Clio Manage, Clio Grow, and a subset of third party applications with a single username and password. Now you’ll no longer need to remember separate email addresses and passwords to access your Clio account. 

For an added layer of security, Manage administrators can now also invite firm members to use two-factor authentication (2FA) and track who has it enabled from the new 2FA dashboard

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Clio Manage | Redesigned Documents Experience

Document Management

Clio Manage Documents has been updated with a user-friendly interface and improved navigation—making it easier to manage and work on documents.

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Clio Manage | 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 | Zoom Integration

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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Clio Manage | Microsoft Teams Integration

Microsoft Teams Integration
Clio for Microsoft Teams: Matter Dashboard in Teams

Collaborate with firm members by syncing your Clio Manage matters into Microsoft Teams. When discussing ongoing work or planning for events, key details of the matter are on hand and easily accessible–without needing to leave Teams.

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Clio for Microsoft Teams: Team Creator

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 | 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 | 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 Suite | Scheduler + Payments

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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Clio Manage | E-Signatures

Billing-Reorganization

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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Clio Grow | 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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