What’s new in Clio

Make staying organised and logging your effort a breeze. Using our new Outlook Add-in, you can file and organise emails, attachments and time entries to your matters in Clio Manage directly from Outlook.

Clio’s Outlook Add-in is available on Windows, Mac, and the web app.

Access, edit, and collaborate on files from the familiarity of your desktop. Clio Drive syncs your documents between a virtual drive on your desktop and Clio Manage, making it easier to find and work with your files while keeping everything and everyone in sync.

Clio Drive is available for both Windows and Mac.

Make it easy for your clients to communicate and share information with you no matter where they are. With Clio for Clients, your clients can securely receive updates, share documents, and access their case information from their desktop or mobile phone. The best part? Everything is automatically stored to the appropriate matter in Clio Manage for you.

New Clio Scheduler advanced booking settings—including minimum advanced booking notice and buffer time between meetings—gives you more control over your calendar. Forget last-minute surprises, so you can show up prepared to every consultation and find the right balance in your daily schedule.

A number of new billing features have been added to Clio including Automated Billing Reminders, which automatically send outstanding balance reminders to your clients based on a customised cadence that you set. Other new features include Bill Message Templates, which allow you to create, save, and pre-populate customised bill messages to be shared with your clients, and Bill Timeline, on which you can reference all of the activity and communications on a bill for more visibility.

There’s a lot to love about the most recent refresh to Clio Tasks. This release aligns the look of the task lists page with the rest of Clio Manage and introduces new functionality. Easily assign task lists right inside of a matter, duplicate task lists in seconds, and much more.

Our new single sign-on functionality (SSO) lets you securely access Clio Manage, Clio Grow, and a subset of third-party applications with a single username and password. Now you’ll no longer need to remember separate email addresses and passwords to access your Clio account.

For an added layer of security, Manage administrators can now also invite firm members to use two-factor authentication (2FA) and track who has it enabled from the new 2FA dashboard.

Improve client satisfaction by staying connected with clients safely and efficiently through Zoom. Make any meeting a Zoom meeting with one click and launch Zoom meetings from your web or mobile calendar apps.

Clio for Microsoft Teams: Matter Dashboard in Teams

Collaborate with firm members by syncing your Clio Manage matters into Microsoft Teams. When discussing ongoing work or planning for events, key details of the matter are on hand and easily accessible—without needing to leave Teams.

Clio for Microsoft Teams: Team Creator

Create and access Teams from Clio Manage where you can collaborate effectively in a distributed team—by discussing updates, action items, questions, or blockers efficiently and securely.

Stand out on Google with a free Business Profile, and engage with clients where they’re already searching for firms like yours—on Google Search and Maps—directly from Clio.

With a quick setup built directly in Clio Manage, you can create your Google Business Profile and connect with clients for free. Plus, clients can book appointments right from your profile in Google via Clio Scheduler. When you make it easy to do business with you—your law firm grows.

Save time by preparing, sending, and electronically signing documents directly from Clio Manage. Reviewed and signed documents are saved automatically in Clio.