Clio Release Notes

New Product Features in Clio

• Run conflict checks across Clio
  Scan Clio Grow and Clio Manage to uncover potential conflicts of interest across contacts, case notes, calendar events, matters, and more.
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• Enhance client relationships with email marketing in Clio Grow
  Easily send targeted emails with ready-to-use templates to minimize effort and keep leads and clients engaged. Use your existing Clio data to segment contacts, send the right message, and track which emails drive new or repeat business.
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• Clio Manage is now easier on the eyes with dark mode
  Whether you want to reduce eye strain at night or simply prefer the look, dark mode is now available for desktop and the mobile app.
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• Get bills seen, and paid, sooner with text to pay in Clio Payments
  Text bills, trust requests, and reminders straight to your clients—a faster, more direct alternative to email.
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• Collect on schedule with ongoing payment plans in Clio Payments
  Get paid on a regular basis with ongoing payment plans, perfect for long-term or recurring work.
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• Print and manage checks directly from Clio Accounting
  You can generate, void, or print checks directly from eligible transactions—including hard costs, trust disbursements, trust withdrawals, and expenses.
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• Never miss a deadline with automated workflows in Clio Manage
  Quickly set up automations with ready-to-use templates to minimize manual work and ensure no steps are missed. Automatically assign tasks, generate documents, and update matter set up as cases move forward.
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• Faster client information gathering in Clio Draft
  Questionnaires in Clio Draft allow you to speed up client information gathering and document creation and provide your clients with a modern, easy-to-use experience that builds trust with your firm.
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• Accounting made approachable
  Match bank account transactions, reconcile accounts, prepare financial statements, and analyze every financial transaction related to running your firm in one system of record.
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• Do more with Clio Duo, your dynamic AI partner
  From completing everyday tasks, planning your day to turning information into insights, Clio Duo takes care of it, empowering you to focus on the work that only you can do.
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• Instantly generate settlement statements with Personal Injury Add-On
  Seamlessly create, collect, and store signed settlement statements all in one place.
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• Clio File is here!
  Electronically file and serve court documents to Texas or Georgia state courts from the same place you manage your firm—with more states on the way!
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• Not a Clio user? Book a demo here to learn about all these features and more.
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Popular product enhancements

• Grow your firm with Google’s Local Services Ads
  Finding new clients is one of the biggest challenges facing lawyers today. Google’s Local Services Ads for Clio helps law firms attract highly-qualified leads by appearing when and where clients are searching.
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• Get your contacts in sync across Grow and Manage
  Now, you can automatically sync your contacts across Clio Grow and Clio Manage, including contact name, email address, phone number, and address—with more coming soon!
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Clio announcements

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  Stay on top of Clio’s latest product updates in the Clio community
  Get answers to your Clio questions, learn more about upcoming pilot programs, and connect with fellow Clio customers.
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