What’s new and improved in Clio

Discover the latest top releases and enhancements in legal tech.

What's New Oct 2023

New Product Features in Clio

  • Medical Records & Settlement Management_NA_Personal Injury, medical records dashboard

    Drive personal injury cases forward

    Accelerate legal work by centralizing medical records, damages, and settlements alongside your matters. Clio helps you efficiently manage every case detail so you maximize your client’s settlement and close cases faster.

    Learn More
  • Tap to Pay + Invoice

    Make it easy accept in-person payments with tap to pay

    Clients simply hold their credit card, debit card, or digital wallet to your iPhone to pay–no terminal or extra hardware, no typing in information, and no follow-up.

    Learn More
  • Grow Text Animation

    Intake clients faster with text messaging

    Send intake forms and e-signature requests by text. Potential clients can take action immediately and receive reminders on their phone so nothing slips through the cracks.

    Learn More
  • Clio Matter Templates

    Accelerate matter creation with templates

    Create easy-to-use templates with preset information based on your firm’s needs, including practice area, case type, and more. Built specifically to save you time and improve consistency and accuracy of information across all your cases.

    Learn More
  • 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.

    Learn More
  • Document population

    Get more efficient with document population enhancements

    Experience efficiency with Lawyaw’s revamped document population process. Enjoy rapid document completion, transparent field tracking, and increased productivity. Benefit from enhanced visibility, simpler contact management, and intuitive navigation.

    Learn More
  • Digital Wallets

    Get paid with digital wallets

    There’s a new way to get paid! Introducing digital wallets: A secure, convenient, and fast way to accept client payments online or in-person using Apple Pay or Google Pay.

  • Clio Manage Contact Management Contact Quick View

    Elevate your multitasking in Clio Manage

    The Quick View feature allows you to click on a contact to instantly see key details like name, email, and phone number without losing the context of your current task. Achieve a smoother, more efficient workflow in just one click.

    Learn More

Not a Clio user? Book a demo here to learn about all these features and more.

Book a Demo

Popular product enhancements

Share calendar events to the Clio for Clients Portal

Clio for Clients - Calendar Events

Help clients keep track of appointments and court dates with the new calendar view in the Clio for Clients portal. Clients will also receive an email notification—and optionally text reminders—to ensure they don’t forget about important dates, without you needing to check in.

Learn more

Offer Clio for Clients—in Spanish

Clio for Clients Spanish Simplified UI

Clients have the option to set their preferred language to either Spanish or English in the Clio for Clients mobile app, and when accessing Clio for Clients from a web browser.

Learn more

Do more with Clio’s mobile app

Document Scanner

Turn paper documents into PDFs with the new built-in scanner. You can also create and edit matters, as well as view bills on the go.

Learn more

Enhance your Clio Manage desktop app

Desktop App Preferences

Display limits in Clio Manage are now configurable. Choose from 1,000 to 5,000 folders per contact, and get easier access to your documents while improving the speed of Clio’s desktop app.

Learn more

Update Clio desktop without the effort

Enjoy the latest updates to the Clio desktop app in real-time with auto-updates. New features and improvements are automatically downloaded and installed, taking effect on your next app restart, so you can stay focused on what matters most—your clients and your cases.

Learn more

Control which columns appear in your reports

Select and Reorder Columns

Choose and reorder columns, plus get relevant data faster to make informed decisions.

Improve contact visibility with an enhanced dashboard

Clio Manage_Contact Management_Associated Matters Custom Fields

The contact dashboard in Clio Manage now showcases clear contact-matter associations, with instant role identification across multiple matters. This enhancement paves the way for effective decision-making and a streamlined workflow.

Learn more

Boost your document completion rates with Lawyaw

Simplified Product UI

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.

Learn how

Prevent costly no-shows with text reminders for consultations

Grow Scheduler + Text Reminder

Automatically send up to five text reminders in the weeks, days, and hours leading up to scheduled appointments with Clio Grow.

Learn more

Increase client intake efficiency with form enhancements

With intake forms in Clio Grow, prospective clients can now save their answers, and complete the form later. Account administrators can also update previously submitted forms to ensure they are complete and accurate.
Learn more

Improve collaboration with enhanced matter permissions

Clio Manage_Case Management_Contact Management_Matter Persmissions

Ensure only relevant users have access to sensitive matter details. Firm administrators can now update permissions for multiple matters with the time-saving bulk edit feature, making updates faster. Users can also assign an individual or group when creating a matter.

Visualize your matters progress

Feature Animation Clio Manage Case Management

Track matters across stages on visual kanban-style boards to monitor progress at a glance and prevent bottlenecks by actioning matters that need attention.

Learn more

Connect Clio Manage with Lawyaw for seamless document automation

Import from Clio Manage

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.

Learn more

Clio announcements