New product features in Clio
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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.
See how it works
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Turn routine tasks into completed work with Manage AI
AI runs across key processes and workflows in Clio Manage to turn routine work into completed tasks. Transform documents into calendar events, matter activity into high-quality client updates, and time and expense entries into payment-ready bills.
Learn more
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Clio Manage just got even easier on the eyes
Whether you want to reduce eye strain at night or simply prefer the look, dark mode is now available on desktop and in the mobile app.
Turn on dark mode
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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 setup as cases move forward.
Watch video
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Faster email filing with the Outlook Add-In
File multiple emails at once by clicking and dragging them into your Clio folders in Outlook. Tip: Use time entry templates to log time spent on each email.
Learn more
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New options for recurring payments
Use ongoing payment plans to collect automatically—perfect for long-term or recurring work.
Find out how
Not a Clio user? Book a demo to learn about all these features and more.
Popular product enhancements for Canadian law firms
Upgrades to revenue reports in Clio Grow
Clio Grow’s upgraded revenue reports deliver clearer, actionable insights with matter counts and conversion rates in the lead source report—plus a totals row in both lead source and matter revenue reports for quick analysis across all lead sources.
Skip delays in your intake process with automation
Keep your intake process moving, from sending intake forms, to booking appointments, to assigning tasks. Automated workflows handle next steps so you can bring on new clients faster, and with less effort.
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.
More control over user access
Set clear access levels with custom roles. Protect sensitive data, reduce mistakes, and give every user just the permissions they need.
Custom reports built for your firm
Easily tailor reports to your needs with flexible filters and groupings, then save and share them in PDF, Excel, or CSV for faster insights.
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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