New product features in Clio
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A flexible, simple, and faster way to split bills
With split billing in Clio Manage, you can split a bill for a matter between multiple payers, giving you the flexibility to bill based on your practice area needs.
Split billing is a quick and efficient process that starts with adding all payers to a matter, generating a bill with time and expense activities, and then sending each payer their own bill showing their amount owing.
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Sync Contacts Between Clio Manage and Clio Grow
Automatically sync contact information, including a client’s name, email address, and phone number between Clio Manage and Clio Grow.
When you create a new contact or edit a contact’s basic information in one application, the changes will sync and be the same in the other application, allowing you to save time when creating contacts, perform conflict checks more efficiently, prevent duplicate contacts, and ensure consistent and accurate contact information across Clio.
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Realisation Report in Clio Manage
Get a detailed view into user’s billable and non-billable time including discounts and write-downs and gain insights into employee performance and billing efficiency to improve revenue generation and maximise profitability.
You can use this report to determine how much of your firm members’ recorded time ends up billed and for what amount.
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Allocate fee percentages to responsible and originating solicitors
As a firm admin, you can now allocate a percentage of collected time to the responsible and originating solicitor across the firm and override it at the matter level.
Access additional data in the Fee Allocation report including collected time allocated to originating/ responsible solicitors and non-billable time entries per matter.
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Clio Drive Enhancements
Create, access, and organise on your matter-related files right from your desktop and securely sync them to Clio.
- Access the files you need, when you need them with every change backed up to Clio. Now with no sync limit.
- Locate client files quickly by sorting folders by client last name, or grouping client folders by letter.
- Manage how much space Clio Drive takes up on your device.
Set up Clio Drive
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Clio Manage Visual Refresh
A bold, new look for Clio Manage that will make it easier for you to navigate and find what you’re looking for is here.
These changes are designed to create a cleaner, more modern experience in Clio Manage, making it easier for you to navigate your important work. This is the first step to creating a more cohesive experience across all Clio Products.
Watch the video
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More convenient ways to get paid
New releases to Clio Payments allows clients to pay by Apple Pay and Google Pay, Pay by Bank, and payment plans.
With Clio Payments, your law firm can:
- Stop chasing payments. Give clients the flexibility to pay by debit or credit card, digital wallets, or BACS Payment anytime, anywhere.
- Remove the stress of large, unexpected legal bills. Payment plans break down large bills into manageable instalments that work for you and your client.
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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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