New product features in Clio
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Attract, assess, and acquire clients around the clock
Never miss a chance to grow. Grow AI responds to leads after hours, screens them for fit and conflicts, books qualified prospects into appointments, and nurtures them after the case closes, building a reputation clients return to.
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Take action on your matter right from Clio Work
Take the action you need to keep your matter moving forward. Just ask Clio Work to get it done without ever having to jump back to Clio Manage.
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Get consistent outputs based on how you work with Skills in Clio Work
Tell Clio Work how you like a task done, and save it as a Skill. Best for repeatable, context heavy work like demand letters, client updates or discovery summaries.
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Draft legal documents in Microsoft Word, powered by Clio
Clio for Word brings your matter data directly into Microsoft Word. Generate and update documents using the context from your cases, without switching between tools.
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Grow your reputation on autopilot
Send review requests automatically when a matter closes. Boost your review volume and ensure your firm stands out when potential clients search for legal services on Google or through AI tools.
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Introducing Clio Work
Get to know Clio Work, the first and only AI that understands your cases, their context, and the law – delivering research, analysis, and strategy you can trust.
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Clio Work now available on mobile
Take Clio Work with you. Ask questions, analyze documents, and explore AI-powered legal insights directly from your phone.
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Turn routine tasks into completed work with legal AI
Use AI in Clio Manage to transform court documents into calendar events, matter activity into high-quality client updates, and time or expense entries into payment-ready bills.
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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.
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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
Your to-do list, built for you
Clio turns your emails, notes, and client messages into fully drafted tasks, with the description, assignee, due date, and linked matter already filled in so you don’t have to.
Apply the right tax rate to every invoice
Set up and apply multiple tax rates to individual line items on your bills. This ensures every invoice is accurate, no matter the jurisdiction or practice area.
Document automation now supports Multi-Client Matters
Generate documents that automatically include all clients on a matter, or select which client’s information populates the document. No more manual edits or template workarounds.
Record and bill expenses across currencies
Track time, activities, and expenses in your default currency and convert when generating invoices. Every bill will reflect the right amount, no matter where your clients are.
Attach receipts directly to expense entries
Capture and attach receipts to expense records right in Clio. This keeps your billing documentation organized and eliminates the need to track down supporting files when it’s time to bill.
Intake and billing stay in sync for multi-client matters
Designate multiple clients on a matter in Clio Grow and have that information carry over automatically when it converts to Clio Manage. Your records remain accurate from intake to billing, with no manual updates needed.
Upload documents to the Client Portal in bulk
Upload multiple files to the client portal in one go, which saves time when sharing large batches of documents with clients.
Make your bills look like your brand
Build fully customized invoice templates. Adjust formatting, organize line items, and choose layouts that reflect your firm and client preferences.
Find what you need in Clio Manage, faster
Clio Manage now offers granular filters, tags, and a preview panel to help you quickly locate the firm data you’re looking for, less scrolling, more doing.
Submit LEDES bills with confidence
Reduce billing errors and avoid rejected or partially paid invoices. Make UTBMS and activity codes mandatory for specific matters, access a modernized code library, and download bills in additional file formats beyond 1998B and 1998BI, so you spend less time fixing errors and more time getting paid.
Get bills paid automatically with Autocharge
Never run a card payment again. Autocharge ensures bills are paid based on pre-set triggers, which saves you the hassle of running every charge yourself.
Easier ways to get paid at intake
Get paid at intake without any extra work. Request payment right from Clio Grow, which makes it effortless to get paid for consults, retainers, and more.
Get deeper insight into your payment activity
Build custom reports on your Clio Payments data to track collections, outstanding balances, and payment trends. This gives you the visibility you need to manage your firm’s cash flow.
Clio Work remembers how you work
Clio Work Memory retains context about your preferences, clients, and past interactions, so every AI response gets more tailored and useful over time, without you having to repeat yourself.
Organize AI outputs into a first draft
Legal Pad is a lightweight editor in Clio Work that helps you turn AI responses into first drafts. Organize ideas, build outlines, and start drafting alongside your AI conversation.
Use AI with iManage, NetDocuments, SharePoint, OneDrive, and Google Drive
Connect your firm’s document management system to Clio Work and pull files directly into AI for analysis from your existing folders without downloading or re-uploading.
Reimagined conflict check for a clear go/no decision to represent a client
Scan every corner of Clio Grow and Clio Manage to uncover potential conflicts of interest across contacts, case notes, calendar events, matters, and more.
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