Clio Product Updates

August 2018

  • Clio Launcher - work with documents on your computer and have them seamlessly save back to Clio with one click.
  • Clio Payments Transactions Table - review and take action on Clio Payments across all of your clients and Matters.

July 2018

  • Bill Payment Edits - correct erroneous invoice payments to ensure that your Clio records are accurate.
  • Outlook Add-in update - file multiple emails from Outlook to Clio with enhanced speed and convenience via an infinitely scrolling list.

 

June 2018

  • Payment Plans - schedule recurring credit card payments to automatically collect on amounts owed or to replenish client trust accounts.
  • Improvements to Clio Exports - get more useful information when exporting data from Clio.

 

May 2018

 

April 2018

 

March 2018

  • Matter status in bulk - change Matter statuses from the Matter listing page.
  • Matters CSV export - display more data in the New Clio experience—every column you would get from the previous Clio experience, and up to five custom field columns.
  • Screen printing - display more important information and removes the sidebar menu.

 

February 2018

 

January 2018

 

December 2017

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality