New Product Features in Clio
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Accelerate matter creation with templates
Get more time back in your day with easy-to-use templates filled with preset information. Plus, improve consistency and accuracy of information across all your cases.
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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.
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Prevent costly no-shows with text reminders for consultations
Automatically send up to five text reminders in the weeks, days, and hours leading up to scheduled appointments with Clio Grow.
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Boost your document completion rates with Lawyaw
Gain visibility into document completion with Lawyaw’s redesigned document population interface. Track outstanding fields and efficiently fill single or multiple documents with pre-saved contact and case information.
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Visualize your matters progress
Track matters across stages on visual kanban-style boards to monitor progress at a glance and prevent bottlenecks by actioning matters that need attention.
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Connect Clio Manage with Lawyaw for seamless document automation
With Clio’s premium document automation solution, Lawyaw, you can import client and matter details from your legal practice management software and use them to quickly populate court forms and word templates with just a few clicks, without having to manually enter any information. Simplify your document generation process and save time with Lawyaw’s user-friendly solution.
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New website builder enhancements
In addition to creating your law firm’s website with Clio Grow’s website builder, you can now also:
- Speed up the intake process by adding a public intake form to your website
- Add links to your policy, privacy, and terms and conditions pages
- Purchase your domain right from Clio via Google Domains
- Add regulatory and bar association logos to the footer of your website
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Get paid directly from downloaded PDF bills
Add a QR code and payment link directly to your PDF bills to give clients the option to pay right away. Plus, payments from a bill’s QR code or payment link will be automatically connected to the corresponding bill in Clio, cutting out the administrative task.
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Maintain greater control over payment notifications at your firm
Limit payment notifications by specific user groups or permission levels to enhance the financial privacy at your firm.
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Not a Clio user? Book a demo here to learn about all these features and more.
Popular product enhancements
Provide a better client experience with an improved refund process for trust requests
Quickly and compliantly issue refunds for trust requests directly back to the original payment method when paid by credit card or eCheck.
Customize appointment email templates in Clio Grow
Easily create custom email templates for appointment invitations, confirmations, and reminders in Clio Grow. You can specify which templates should be used for each type of appointment you offer. This means specific information and instructions will automatically be communicated to potential new clients ahead of their consultation, so you don’t need to do additional outreach.
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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