New product features in Clio
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CLIO DUO IS NOW MANAGE AI
Manage AI keeps your firm organised by automatically extracting deadlines from court documents, generating draft invoices, and routing them for approval. It files emails and attachments to the right matters, summarises lengthy documents into clear takeaways, and helps you plan your day with clear priorities and reminders. Learn more.
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DRAFT AI
With the new AI-powered template builder, instantly convert your firm’s documents into reusable templates—no complex setup required. Once your templates are ready, AI-powered questionnaires automatically collect client details, saving you from the back-and-forth of manual follow-up. Learn more.
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Custom Reporting in Clio Manage
Simplified firm visibility into reliable and actionable insights that help drive growth. Skipping the tedious process of manually combining data from different sources by creating custom reports in Clio from one reliable source.
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Dark Mode and Mobile UI Refresh
Dark mode is now available in Clio Manage on desktop and the mobile app! Dark mode helps reduce eye strain, especially at night or in low light environments. And some simply just prefer the look. Plus we refreshed the mobile app UI.
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Duplicate Calendar Events in Clio Manage
Duplicate calendar events you have access to, making it easier and quicker to create similar appointments or deadlines.
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Expense Receipts
Easily manage your expenses by attaching receipts directly to both hard and soft cost entries. You can choose to include these receipts in your client-facing bills, providing clarity and accuracy before sending invoices.
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Automated Workflows in Clio Manage
Automatically apply matter templates, assign task lists, and generate documents as cases progress. Quickly set up automations with ready-to-use templates to reduce manual work and ensure no steps are missed.
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Ongoing Payment Plans
Get paid automatically for longer term or repeat work, with the option to create payment plans that continue indefinitely – no outstanding balance required.
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Outlook Bulk Email Filing
Save time on Admin work in Outlook. File multiple emails at once to the same matter using the Outlook Add In. Drag and drop or select the corresponding Matter Folder in Outlook to automatically file emails to a matter. Time entries can also be automatically created for each email.
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Multi-Currency Billing
Simplify cross-border transactions, improve client convenience, and expand your firm’s global reach—all while keeping your financial data accurate and organised.
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Not a Clio user? Book a demo to learn about all of our features.
Popular product enhancements
Automated Email Signatures in Clio Manage
Discover the latest in efficiency and professionalism with Clio Manage’s automated email signatures. Save valuable time by eliminating manual signature tasks while maintaining a consistent and polished image in your communications.
Add, edit, and format your email signature easily through Clio Manage Settings.
Create multilingual intake forms with Clio Grow
Provide an accessible onboarding experience to Spanish, French, German, and Portuguese speaking clients with intake forms in their preferred language.
By default, intake forms are in English, but you have the option to change the intake form language when creating a new template, within the form language box.
Matter Template Enhancements
Eliminate manual processes, reduce repetition and ensure consistency with document folder automation and pre-built task list assignment during matter creation.
Automate Document Folder Set Up During Matter Creation
You can now add up to 15 folders to each matter template. Only firm administrators can add folders to a matter template. All users can apply predefined folder structure when applying a template to create a matter.
Task Lists
Assign pre-built task lists to all matter templates. Only firm administrators can add the pre-built task list to a template. All users can apply the task list when using the matter template.
Say goodbye to the tedious PDF creation
You can seamlessly create PDF files from Word documents within Clio, eliminating the need for external tools.
Once you upload a Word document to Clio Manage, you can create a PDF file directly in Clio Manage with just a few clicks.
New payment allocation methods in Clio Manage
With three new report allocation settings, you can now choose how payments are allocated across expenses and services giving greater transparency into firm cashflow.
By default, partial payments and credit notes are applied to all line items proportionally. Administrators can also choose a different payment allocation method for how partial payments and credit notes are applied to line items in specific reports.
More ways to accept payment in person
You can now generate QR codes in the mobile app for invoices or client funds requests where the bill has not yet been created. The payment can be linked to a client or matter when you get back to your computer.
Available in the UK and Ireland
Clio announcements
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See these features in action
Take a virtual tour through all of these new features and releases with Regina O’Shaughnessy, Senior Product Marketing Manager at Clio.
Watch out latest webinar to see everything in action.
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