New product features in Clio
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Client account reconciliation right from Clio, in a fraction of the time
Working with client funds and reconciling regularly doesn’t have to be a headache. Start reconciling your accounts all from one place by selecting the account and clicking reconcile.
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Schedule reports for when you need them
Get the information you need from your reports exactly when you need it: With Clio’s newest reporting updates, you can schedule reports and have them automatically generated with saved presets.
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Clio Grow intake forms—now with even more customisation options!
Our legal client intake and client relationship management software Clio Grow just got better. When intaking a client, get exactly the information you need from the beginning through custom checkboxes and improved multiple-choice options.
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Get the documents you need from your client at once
Collecting the necessary documents from your clients doesn’t need to be time intensive—for you or your clients. New improvements to our client portal Clio for Clients means that your clients can now share up to 20 documents with you at once.
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Colour-code your calendar for at-a-glance efficiency
Stay on top of your calendar and commitments with Clio Manage’s new colour-coding feature for calendars. Additional calendar improvements mean you can now do more from the Clio mobile app and see your work within the “Matter” tab in Clio Manage.
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You can now send bills to your client portal in bulk
If you’re sending your bills to multiple recipients all at once, you can now share the bill right through their personal Clio client portal, and they’ll be notified by email.
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Respond quicker to prospective clients with templates
Dealing with different client types and matters? Cut down on response time and admin with new appointment confirmation and appointment reminder email templates in Clio Grow.
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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.
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Not a Clio user? Book a demo to learn about all of our features.
Popular product enhancements
Customise your intake pipeline
Filter and sort your pipeline to quickly identify–and take action on–the most important or urgent new client opportunities.
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.
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.
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.
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.
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.
File and organise emails in seconds with Clio’s 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.
Clio announcements
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Learn more about our new features
Want to see these features and updates in action? Take a look at our on-demand webinar where Regina O’Shaughnessy, Senior Product Marketing Manager at Clio, runs through the latest product updates and releases from Clio and gives a sneak peek into some other feature releases we’re working on.
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