New product features in Clio
More convenient ways to get paid
New releases to Clio Payments allows clients to pay by Apple Pay and Google Pay, BACS bank transfer, 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 by BACS Payment anytime, anywhere.
- Remove the stress of large, unexpected legal bills. Payment plans break down large bills into manageable instalments that work for both you and your client.
(Only available in the UK)
Fast track the matter creation process and get more time back in your day by creating easy to use templates, filled with preset information.
Create different templates for different types of matters, and have up to 200 different templates for the firm’s account.Learn More
Increase efficiency across client communications
Seamlessly send and receive emails and documents right from within Clio Manage through our Outlook and Gmail integrations.
Emails can be created from the main Communications tab, from the matter or contact Communications subtab, or from the global Create new button
Clio for Clients is now available in Spanish
Clients can change their preferred language in Clio for Clients to either English or Spanish. The language selector is available in both the mobile app and web browser versions of Clio for Clients.
When Spanish is selected, copy within the portal will switch to Spanish and remain that way when accessed in future sessions. The Clio for Clients email notifications clients receive will also be in Spanish.Learn More
Increase productivity through the Clio Mobile App
Use the camera on your phone to scan documents into accessible PDFs.
You can also view bills on the go, meaning all of your billing information and details are on hand, when you need it, in the mobile app.
Accelerate matter creation with templates
Get more time back in your day with easy-to-use templates filled with preset information. Plus, improve consistency and accuracy of information across all your cases.Learn More
Multi-task with quick-view contact cards
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
Billing Rate Report
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.
Scheduled Reports Update
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.
Create Matters Using the Mobile App
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.
Matter Permission Enhancements
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.