What’s new in Clio

Click on a contact in Manage to instantly see key details like name, email, and phone number without losing the context of your current task.

Select and reorder columns in your reports and get relevant data faster to help make informed decisions.  Available in select reports and CSV format only.

You can now manage and limit users’ access and visibility to contacts they created or contacts related to their matters. Protect sensitive client information by ensuring users only see contact information related to their matters. 

With this new setting comes:

• Granular permissions over who has access to what client information across the firm
• Increased privacy around your firm’s client contact information

You can gain visibility into all client billing rates at a glance. 

This report pulls a list of matters, users, and lists their client and matter billing rates into one easy to review CSV report. Easily identify which clients, staff, or practice areas bring in the most revenue and have greater control over your productivity and profitability.

Wave goodbye to manually scheduling reports. You can now:

• Get reports delivered to your inbox every two months, quarterly or any interval up to 12 months.
• Enable report generation at a future date of your choice i.e. an ‘effective from’ date.

You can create new matters, and edit existing ones, using the mobile app. When creating a matter using the mobile app you can create a new contact, input the key matter details and custom fields, and configure the permissions and billing preferences.

Granular matter permissions that offer the flexibility to select users and groups for Matter access, and new Firm Admin matter tooling to reduce risk and ensure compliance.