What’s new in Clio

Learn how the new and enhanced features in Clio will help you serve your clients better and keep your firm running smoothly in a rapidly changing environment.

New Product Features in Clio

  • Feature-Animation_Text-Messaging

    Create your online presence in minutes with an easy website builder

    With Clio Grow, you can create a professional website without having to learn to design or code. Simply select your theme and build your website using a straightforward form. Once published, your firm’s website makes it easy for clients to find your services, book and pay for consultations online, and collect prospective client information.

    Learn More
  • Clio Grow Pipeline Filters

    Customise your intake pipeline

    Filter and sort your pipeline to quickly identify—and take action on—the most important or urgent new client opportunities.

    Learn more
  • Easier, repeatable report generation

    Creating and managing reports gets better and faster in Clio Manage with Report History improvements and the introduction of the Presets Tab.

    Improvements include:

    • Report History: Quickly access recent reports without having to regenerate them again.
    • Presets Tab: Eliminate the risk of missed information and generate consistent reports every time by saving your report filter settings.
    • Discount inclusion in Revenue Report: View and track Discounted Expenses and Discounted Time in the Revenue Report across all bills/matters and timekeepers.

     

    Learn More
  • Automated appointment reminders

    Reducing no-shows just got easier.

    When booking appointments in Clio Grow, you can now schedule up to 5 automated reminders to send to clients ahead of time.

    Automated reminders can be added to Clio Scheduler appointment types, quick appointments, and appointments added to a matter’s workflow.

    Learn more
  • Bill sharing made easier

    Bill sharing has gotten faster and easier in Clio. With: an uncluttered billing page, new auto fill fields for the body message and subject line, bill previews to see what clients will see before they’re sent, the ability to include multiple bill recipients on a single email thread, more features when generating quick bills to tailor to firm needs, the option to include ‘no charge’ time entries and expenses, and the ability to generate bills for time entries or expenses only.

    Learn more
  • Secure client portal updates

    You can now share bills through our secure client portal, Clio for Clients. Clients have one central place where they can view all their case updates, documents, and bills.

    This latest update will help you to deliver an even better experience for your clients.

    Learn more
  • Update due dates all at once

    Eliminate the need to edit task due dates individually. You can now easily bulk update due dates under the Task page in Clio Manage. Simply select multiple tasks, and click Edit date to change the due date and Save.

    Learn more

Not a Clio user? Book a demo here to learn about all these features and more.

Book a Demo

Popular product enhancements

File and organise emails in seconds with Clio’s Outlook Add-in

Feature-Mockup_Outlook-Add-in

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.

Manage your client and matter documents right from your desktop with Clio Drive

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.

Streamline communication with our secure client portal: Clio for Clients

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.

Clio Scheduler: Advanced booking settings

Quickbooks

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.

Latest Billing Enhancements

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.

Redesigned Tasks Experience

Latest Billing Enhancements

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.

Updates + Enhancements to Account Security

Enhancements to Account Security

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.

Zoom Integration

Zoom Integration

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.

Microsoft Teams Integration

Microsoft Teams Integration

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.

Google My Business

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.

E-Signatures

Billing-Reorganization

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

Clio announcements

  • Learn more about our new features

    Want to see these features and updates in action? Join Senior Product Marketing Manager at Clio Regina O’Shaughnessy for a run-through of the recent product updates, new partner announcements, ClioCon roundup, and a sneak peek into some other feature releases we’re working on.