New Product Features in Clio
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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
Reconcile transaction fees monthly or per-transaction
New and only from Clio Payments: choose how your payment processing fees are incurred.
Take control and choose what’s best for your firm’s cash flow and reconciliation process.
Show non-billable activities on bills
Record your time and expenses activities as non-billable and decide whether or not you want the activity to appear on a client’s bill. This gives you the flexibility to send clear and transparent bills to your client, no matter your billing model.
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.
Accept bulk documents from clients
Using the Clio for Clients portal, clients can securely and quickly send multiple documents to you in one go. Plus, you’ll only receive one notification when multiple documents are sent to you, reducing inbox clutter.
Create Document Folders During Matter Setup
– Create, name and categorize document folders during the matter creation process, allowing for easy organization from the start.
– Save time and effort by creating multiple folders at once, instead of having to manually create them one-by-one after a matter is created.
Assign multiple awards to a matter
Capture all awards earned and associated funds within the same matter, and have the flexibility to easily make changes.
Run Clio desktop on Startup
Enable the Clio desktop app to launch and run in the background when you turn on your device, giving you faster access to your documents.
Get quick responses with text messaging
With text messaging you and your clients have a convenient way to answer questions and share updates without needing to give out your personal number. All text messages, including media files like images and videos, are saved in one organized place.
More ways to share bills and get paid
Let clients pay how they prefer by accepting payments through your bills, website, the mobile-friendly client portal, in person using QR code payments, and more.
Customize your Clio matters with apps
Use and interact with select apps right inside of Clio matters and complete actions like serving documents with Proof, visually planning and tracking activities with Legalboards, and automating the delivery of subscription legal services with Fidu.
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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