New Product Features in Clio
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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
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Make it easy to pay—and get paid—with the all new online payments in Clio Manage
Clio Manage’s new online payments platform makes it easy for your clients to pay online using a credit card, debit card, or eCheck—without the need for a third-party payment processor. Payments are automatically deposited directly into your trust or operating accounting and tracked in real-time so you and your integrated accounting platform are always up-to-date.
Make it easy and manageable for clients by offering flexible payment plans and by securely storing their payment details for faster recurring payments, in compliance with PCI standards.
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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].
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Manage your client and matter documents right from your desktop with Clio Drive
Access, edit, and collaborate on files from the familiarity of your desktop. Clio Drive syncs your documents between a virtual drive on your desktop and Clio Manage, making it easier to find and work with your files while keeping everything and everyone in sync.
Clio Drive is available for both Windows and Mac.
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Text NotificationsConfirm 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.
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Not a Clio user? Book a demo here to learn about all these features and more.
Popular product enhancements
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.
New Michigan and Ohio court forms brings total to eight states in Lawyaw’s library
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.
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.
Latest Billing Enhancements
A number of new billing features have been added to Clio including Automated Billing Reminders, which automatically send outstanding balance reminders to your clients based on a customized cadence that you set. Bill Message Templates, which allow you to create, save, and pre-populate customized bill messages to be shared with your clients, and Bill Timeline, on which you can reference all of the activity and communications on a bill for more visibility.
Redesigned Tasks Experience
There’s a lot to love about the most recent refresh to Clio Tasks. This release aligns the look of task lists page with the rest of Clio Manage and introduces new functionality. Easily assign task lists right inside of a matter, duplicate task lists in seconds and much more.
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.
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.
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.
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.
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.
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).
E-Signatures
Save time by preparing, sending, and electronically signing documents directly from Clio Manage. Reviewed and signed documents are saved automatically in Clio.
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.
Clio announcements
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Product Labs Announcement
You’re invited to join Product Labs, a dedicated forum hosted in The Law Community to foster dialogue between you—our Clio customers—and the Clio Product Team.
This is your chance to:
- Share your feedback directly with us
- Take part in guided user research
- Help shape future Clio enhancements
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