New Product Features in Clio
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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
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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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Not a Clio user? Book a demo here to learn about all these features and more.
Popular product enhancements
A new look to Clio Accounting reports
Your favourite Clio Accounting reports are getting an update. Choose to download a PDF or CSV of all reports except the reconciliation report (PDF only) for easier access to financial insights.
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.
Accept payment in person with tap to pay
You can now accept payment without needing to generate a bill first. Plus, tap to pay is now available for Android!
Make informed decisions with revenue reports in Clio Grow
The matter revenue report uses billing outcomes from Clio Manage to show you which lead sources and referrers generate the most revenue.
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.
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.
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!
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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