Navigating the new Clio experience should be familiar to existing Clio users and intuitive for beginners. This article will go through how to navigate around the new Clio experience, as well as how to switch between the previous and new versions of Clio.
It's easy to tell if you are seeing the new Clio experience. The primary indicator is the navigation menu.
In the new Clio experience, the navigation menu is on the left side of the screen.
In the previous Clio experience, the navigation menu is at the top of the screen.
To switch between the new and previous Clio experiences, click on the "New Clio" switch in the top right corner of the screen.
Getting around in Clio is easier than ever. Outlined below are some new elements which you should be aware of.
- Recents menu: quickly go to recently accessed Matters or Contacts
- Create New: quickly add communication logs, send Secure Messages, add Contacts, and more
- Main navigation: access the main areas of Clio
- Collapse: minimizes the navigation menu to free up screen space