Key Features
Grow your business from anywhere
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Clio Scheduler: Advanced booking settings
New Clio Scheduler advanced booking settings–including minimum advanced booking notice and buffer time between meetings–gives you more control over your calendar. Forget last minute surprises, so you can show up prepared to every consultation, and find the right balance in your daily schedule.
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Automated Bill Reminders
Managing and tracking down outstanding client balances can be a hassle. With our new Automated Bill Reminders feature, you can automatically send Outstanding Balance reminder emails to your clients based on a customized cadence set by you. This feature ensures you get paid on time, and it provides your clients with a secure and easy way to pay you by credit card (via Clio Payments).
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Recent Releases
Firm Performance
Clio Manage | Redesigned Tasks Experience
There’s a lot to love about the most recent release to Clio Tasks. This release brings a notable UI refresh in many parts of Tasks as well as many new features and feature improvements including the ability to customize the task table, view completed tasks, new date filters, improved time tracking, and much more.
Clio Manage | Bill Timeline
House your client’s historical bill versions and reference the bill changes and communications you’ve sent within Clio Manage. This enables your practice to respond to your client’s billing-related questions promptly and with confidence.
Clio Manage | 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.
Clio Manage | Trust Check Printing
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.
Clio Manage | Updates + 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.
Clio Manage | Redesigned Documents Experience
Clio Manage Documents has been updated with a user-friendly interface and improved navigation—making it easier to manage and work on documents.
Clio Manage | 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.
Clio Manage | 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.
Clio Manage | 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.
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.
Clio Manage | 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.
Clio Manage | Billing Enhancements
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.
Client Experience
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. Legal professionals and clients can share updates, documents, and keep a record of communication via a secure app.
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 built directly in Clio Manage, you can create your Google Business Profile and connect with clients for free. Plus, clients can book appointments right from your profile in Google via Clio Scheduler. When you make it easy to do business with you—your law firm grows.
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).
Clio Manage | E-Signatures
Save time by preparing, sending, and electronically signing documents directly from Clio Manage. Reviewed and signed documents are saved automatically in Clio.
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.