New Product Features in Clio
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Accounting made approachable
Match bank account transactions, reconcile accounts, prepare financial statements, and analyze every financial transaction related to running your firm in one system of record.
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Clio File is here! First stop: Texas
Electronically file, serve, and deliver court documents to Texas state courts from the same place you manage your firm, and get real-time status updates along the way.
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Easily split bills
Enjoy the flexibility to split an invoice from the same matter across multiple payers with speed and ease. Each payer will receive their own invoice displaying their owed amount, making it easier to track paid and outstanding balances.
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Meet Clio Draft, formerly known as Lawyaw
Clio Draft helps legal professionals draft error-free legal documents in a fraction of the time. Turn Microsoft Word documents into reusable templates that you can automatically fill with case information. The best part? There’s no coding required.
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Skip delays in your intake process with automation
Keep your intake process moving, from sending intake forms to booking appointments to assigning tasks. Automated workflows handle next steps so you can bring on new clients faster, and with less effort.
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Provide an accessible onboarding experience to non-English-speaking clients
Broaden your clientele by making it simpler for Spanish, Portuguese, German, or French-speaking clients to complete intake forms in their preferred language.
Not a Clio user? Book a demo here to learn about all these features and more.
Popular product enhancements
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, keep you on track, and improve consistency and accuracy of information across all your cases.
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.
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.
Introducing Clio for Legal Aid
Manage and report on every aspect of your grants, from eligibility screening to case resolution, all from within the leading case management software.
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.
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.
Get your contacts in sync across Grow and Manage
Now, you can automatically sync your contacts across Clio Grow and Clio Manage, including contact name, email address, phone number, and address—with more coming soon!
Track time in real-time, hands-free
Start and stop timers without interrupting your workflow using voice command. Say, “Siri, start a Clio timer” when you’re ready to start tracking your time, then “Siri, stop timer in Clio” to complete your time entry.
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.
Offer Clio for Clients—in Spanish
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.
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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