Explore Clio’s newest features
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Take action on your matter right from Clio Work
Take the action you need to keep your matter moving forward. Just ask Clio Work to get it done without ever having to jump back to Clio Manage.
Check out Clio Work
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Get consistent outputs based on how you work with Skills in Clio Work
Tell Clio Work how you like a task done, and save it as a Skill. Best for repeatable, context heavy work like demand letters, client updates or discovery summaries.
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Draft legal documents in Microsoft Word, powered by Clio
Clio for Word brings your matter data directly into Microsoft Word. Generate and update documents using the context from your cases, without switching between tools.
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Fill court forms faster with AI-powered autofill
Clio File now uses AI to automatically populate court forms using your matter data, which reduces manual entry and the risk of errors on every filing.
Try Clio File
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Grow your reputation on autopilot
Send review requests automatically when a matter closes. Boost your review volume and ensure your firm stands out when potential clients search for legal services on Google or through AI tools.
Explore reputation management
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Introducing Clio Work
Get to know Clio Work, the first and only AI that understands your cases, their context, and the law – delivering research, analysis, and strategy you can trust.
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Turn routine tasks into completed work with Manage AI
Use AI in Clio Manage to transform court documents into calendar events, matter activity into high-quality client updates, and time or expense entries into payment-ready bills.
Meet Manage AI
Clio Work now available on mobile
Take Clio Work with you. Ask questions, analyze documents, and explore AI-powered legal insights directly from your phone.
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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.
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Clio Draft screen showing Templates created with files Engagement letter.docx, Transaction details.docx, and Petition for divorce.docx.Level up your efficiency with AI-powered document drafting
Start drafting faster with AI that turns your documents into reusable templates for you, and standard templates preloaded on day one. Plus AI-powered questionnaires draft questions and proactively ensure you’re only asking the right ones.
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Two mobile screens show a $3,000 legal fee payment to Waverly Law and Affirm payment plan options.Get paid upfront, while clients pay at their own pace
Stop chasing, start collecting. Using Pay Later with Affirm, you get paid upfront while clients pay in smaller monthly installments.
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Clio File is here!
Electronically file and serve court documents to courts in Texas, Georgia, California, Virginia, Illinois, and Nevada—all from the same place you manage your firm in Clio. More states and jurisdictions are on the way!
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Not a Clio user? Book a demo here to learn about all these features and more.
Popular product enhancements
Your to-do list, built for you
Clio turns your emails, notes, and client messages into fully drafted tasks, with the description, assignee, due date, and linked matter already filled in so you don’t have to.
Apply the right tax rate to every invoice
Set up and apply multiple tax rates to individual line items on your bills. This ensures every invoice is accurate, no matter the jurisdiction or practice area.
Document automation now supports Multi-Client Matters
Generate documents that automatically include all clients on a matter, or select which client’s information populates the document. No more manual edits or template workarounds.
Print checks directly from Clio Accounting
Generate and print checks from within Clio Accounting to pay vendor bills and manage firm expenses. This keeps your bookkeeping and payments in one place.
Record and bill expenses across currencies
Track time, activities, and expenses in your default currency and convert when generating invoices. Every bill will reflect the right amount, no matter where your clients are.
Attach receipts directly to expense entries
Capture and attach receipts to expense records right in Clio. This keeps your billing documentation organized and eliminates the need to track down supporting files when it’s time to bill.
Intake and billing stay in sync for multi-client matters
Designate multiple clients on a matter in Clio Grow and have that information carry over automatically when it converts to Clio Manage. Your records remain accurate from intake to billing, with no manual updates needed.
Upload documents to the Client Portal in bulk
Upload multiple files to the client portal in one go, which saves time when sharing large batches of documents with clients.
Make your bills look like your brand
Build fully customized invoice templates. Adjust formatting, organize line items, and choose layouts that reflect your firm and client preferences.
Find what you need in Clio Manage, faster
Clio Manage now offers granular filters, tags, and a preview panel to help you quickly locate the firm data you’re looking for, less scrolling, more doing.
Manage all your vendor bills in one place
Manage vendor bills, track due dates, and record payments in a dedicated Accounts Payable workspace designed for legal accounting.
Submit LEDES bills with confidence
Reduce billing errors and avoid rejected or partially paid invoices. Make UTBMS and activity codes mandatory for specific matters, access a modernized code library, and download bills in additional file formats beyond 1998B and 1998BI, so you spend less time fixing errors and more time getting paid.
Get bills paid automatically with Autocharge
Never run a card payment again. Autocharge ensures bills are paid based on pre-set triggers, which saves you the hassle of running every charge yourself.
Easier ways to get paid at intake
Get paid at intake without any extra work. Request payment right from Clio Grow, which makes it effortless to get paid for consults, retainers, and more.
Get deeper insight into your payment activity
Build custom reports on your Clio Payments data to track collections, outstanding balances, and payment trends. This gives you the visibility you need to manage your firm’s cash flow.
Clio Work remembers how you work
Clio Work Memory retains context about your preferences, clients, and past interactions, so every AI response gets more tailored and useful over time, without you having to repeat yourself.
Choose how you report on your firm’s finances
Switch between cash and accrual reporting in Clio Accounting. View revenue and expenses in the period they’re earned or incurred — giving you more ways to view your firm’s financial health.
Manage vendor bills in one place
Navigate through a dedicated Accounts Payable workspace to record vendor bills upon receipt, track due dates, and manage payments in one place.
eService now available in California
Electronically serve documents in California with Clio. Send discovery, correspondence, and other documents directly from Clio Manage.
Organize AI outputs into a first draft
Legal Pad is a lightweight editor in Clio Work that helps you turn AI responses into first drafts. Organize ideas, build outlines, and start drafting alongside your AI conversation.
Use AI with iManage, NetDocuments, SharePoint, OneDrive, and Google Drive
Connect your firm’s document management system to Clio Work and pull files directly into AI for analysis from your existing folders without downloading or re-uploading.
Reimagined conflict check for a clear go/no decision to represent a client
Scan every corner of Clio Grow and Clio Manage to uncover potential conflicts of interest across contacts, case notes, calendar events, matters, and more.
Automate your bookkeeping in Clio Accounting
Turn repetitive bookkeeping into a one-time process. With Clio Accounting, once automation is setup, transactions are automatically categorized and matched—keeping your books consistent and freeing you to focus on the work that matters.
Stay on top of Clio’s latest product updates
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Get answers to your Clio questions, learn more about upcoming pilot programs, and connect with fellow Clio customers.
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