- QuickBooks Online Integration Enhancement - Mapping Tax Rates (Non-US) - Customers in Canada and EMEA (with non-US versions of QuickBooks Online) can select the ‘Include tax value with the corresponding line item’ option which allows Clio Manage to import sales tax rate from QuickBooks Online to perform sales tax calculations.
- Automated Bill Reminders - The new automated bill reminders feature in Clio Manage will enable you to save time and collect more of your receivables by informing clients via email of their outstanding balances on your behalf. Set it up once and let Clio handle the rest!
- Clio Scheduler Advanced Booking Settings - New Clio Scheduler booking settings include: minimum advance booking notice, minimum buffer time before/after meetings, and start time increments. You can also generate a universal booking page that links to multiple appointment bookings options, such as different types of appointments (ie. virtual/in person) or booking links for different attorney’s.
- Clio Scheduler Manual Timezone Adjustment - Clients or virtual receptionists booking appointments using Clio Scheduler can book appointments in their time zone and the appointment confirmation email will display the correct appointment time.
Redesigned Tasks Experience from ‘Create New’ - The new tasks creation experience will enable you to save time by avoiding redirects to the Tasks page. Now when you create a task from the ‘Create New’ button the creation fields will hover over the page.
- Secure messages conversation page redesign - Sending and replying to secure messages is more intuitive with a redesigned secure messages conversations page.
- Secure PDF Links - Billing Enhancement- Your clients will have a Secure Link to download their bills. This downloaded bill will be in PDF format and is the same experience as when you share Outstanding Balances.
- Hard Cost Exporter - Xero Enhancement - We’ve enhanced our integration with Xero so that it will automatically record a spend money transaction, when you create a hard cost entry in Clio Manage.
- Update to matter numbering permissions - With this update only users with Administrator permissions are able to configure matter numbering preferences.
- Google My Business- Stand out on Google with a free Business Profile and engage with clients where they’re searching for firms like yours–on Google Search and Maps–directly from Clio.
- Microsoft Teams Integration: Matter Dashboard in Teams - With the matter dashboard for Teams, you can access your Clio Manage matters within Microsoft Teams.
- Redesigned Documents Experience - Clio Manage Documents has been redesigned with a streamlined interface and improved navigation making it easier to manage and work on your documents.
- Matter Budget and Trust Fund In-App Notifications - Stay up to date with changes to your matters budgets and trust funds with notifications in the Clio Manage web and mobile apps.
- Bill Message Templates - Clio Manage’s bill message templates allows you to create, save, and pre-populate customized bill messages and share them quickly with your clients.
- Trust Check Printing - QuickBooks Online Enhancement - Enter trust records in Clio Manage and automatically sync them over to Quickbooks Online. Clio’s integration with Quickbooks Online is enhanced to now print secure professionals checks quickly.
- Notes Improvements - You can now quickly start a note from the ‘Create New’ drop-down button.
- Notes & Phone Logs In-App Notifications - Stay up to date with changes to your notes and phone logs with notifications in the Clio Manage web and mobile apps.
- Clio Grow Multiple Contacts per Intake Form - You can now add multiple contacts to a single intake form.
- Calendar and Task In-App Notifications - Stay up to date with changes to your calendar events and tasks with notifications in the Clio Manage web and mobile apps.
- In-App Notifications on Mobile - The matter and document e-signature notifications you receive on web are now available on mobile.
- Updated Outlook Add-in - You can now file emails to Clio when you hit ‘Send’ in Outlook. Plus, with Outlook 2016 or newer you can pin the add-in to appear each time you compose an email so you never forget to file.
- Zoom Integration on Mobile - You can now create and join Zoom meetings from the mobile app.
- Dialpad Talk Integration in Clio Manage - Automatically create records in the ‘communications’ tab from phone calls made in either the Dialpad desktop or mobile application.
- Clio Manage - Billing Enhancement
- Bill Re-Send: Re-share bills with your clients via email without having to click 'stop sharing' and quickly identify if you have shared bill previously.
- Clio Manage Phone Log Improvements - Phone call logs in Clio Manage now include timestamps so you can easily find specific records.
- Email PDF Export + Original File Storage (EML) - Emails saved to Clio can now be exported to PDF with a click, and original files (EML) are preserved.
- Zoom Integration - Create or join video conferencing calls from your Clio Manage calendar. Unique meeting details and passwords keep your calls secure.
- Microsoft Teams Integration - Stay connected and easily collaborate with your team with the new Microsoft Teams integration. One click to create and access teams from Clio Manage.
- Clio Manage - In-App Notifications - New in-app notifications help you keep up to date with relevant changes to your matters.
- Clio Manage Mobile Trial Sign-up - You can now sign up for a Clio Manage trial simply by downloading the Clio Manage mobile app and get started straight away. (Available on iOS and Android.)
- Clio Manage - Billing Enhancements
- Bill Reorganization: We've reorganized and updated the 'Bills' section of Clio Manage to make your billing workflow more efficient.
- Bill Recipients: We've added the ability to designate multiple contacts as Bill Recipients to the bills you generate. When you've assigned one or more contacts as the bill recipient(s) of bills, they will automatically appear when it comes to sharing bills within Clio.
- Account Ownership and Account Transfer Updates (beta) - We're redefining Account Owners as Primary Subscribers and improving visibility into role hierarchy within a firm. We have also streamlined the transfer of account ownership from the Primary Subscriber in changing firms.
- User Work Reassignment - Whether members leave the firm, change roles, or collaborative workflows on cases are needed, efficiently bulk reassign work to other firm members in Clio Manage, ensuring nothing slips through the cracks and a consistent client experience is provided.
- Clio Scheduler + Clio Payments - Clio Suite customers now have the ability to accept payment from prospective clients when they book a new appointment. Reduce the risk of no shows and guarantee payment from prospective clients. Collect funds for appointments up-front by accepting online credit card payments.
- Public Intake Forms - Allow prospective clients to submit their information online, in a few simple clicks using public intake forms. Once submitted, Clio Grow will automatically create a new Contact and Matter populated with all the details your firm needs to engage in the next step of the intake process.
- E-Signatures in Clio Manage - You can now send electronic signature requests from Clio Manage, and signed documents are automatically saved back to your documents.
- Clio Payments Enhancements - Clio Payments’ Transactions and Payment Plans tables now contain additional credit card information, new filters for users to promptly locate clients or matters, drag and drop table sorting to rearrange parameters, and export functionality so users can download either PDF or CSV.
- Single Contact Import from Clio Manage to Clio Grow - Clio Suite customers can now quickly and easily import existing contacts from their Clio Manage account, directly into their Clio Grow account.
- Persistent Filters in Clio Manage - You no longer need to re-apply filters when returning to areas of Clio Manage that you have set to your preferred view.
- Clio Outlook Add-in: Improved Search - Now search by Matter Description and Client Name (primary contact), as well as Matter Number, in Outlook when filing emails to matters in Clio Manage.
- New Matter Productivity by User Report - Measure productivity and the profitability of your matters with the Matter Productivity by User report. This report breaks down–in detail by each user–the work completed across the firm, both billable and non-billable.
- Clio Mobile App improvements and new features - You asked, we listened, and we're continuing to improve. Add and edit contacts, view financial information, view statutes of limitations, tasks, and events in your month view, and more.
- Filter the Firm Dashboard by user - We’ve added a new filter to the Firm Dashboard that allows you to drill down and see what work is being recorded, billed, and collected on at an individual level.
- Introducing Firm Dashboard - The Firm Dashboard is the central place to track your firm’s utilization, realization, and collection rates so you can see how much billable work you’re doing, how much you're billing, and how much money you’re making.
- Clio Launcher improvements - We’ve added more functionality to Clio Launcher including the ability to create a new .docx document from Clio and upload and scan to Clio workflows for easier filing.
- Introducing Clio Scheduler - Clio Scheduler is an online appointment booking tool that enables firms to offer a booking process that's convenient for everyone. Using Clio Scheduler, firms can reduce the risk of no-shows, organize their client intake process, and save time.
- Clio Outlook Add-in update - Pin your Clio Outlook Add-in right into your main inbox view; making it easier to better use your favorite business tools together. Time tracking, email filing, and attachment saving to Clio Manage is now front-and-center as you work.
- Improved email filing and actions in Clio Manage - No more searching, clicking, or wasting time—email attachments are now accessible from email logs in the Communications tab. (Plus, download or edit attachments with Clio Launcher in a click.)
- Clio Manage + QuickBooks Online Integration Improvements - We’ve made a series of improvements to our Clio Manage + QuickBooks Online integration to optimize your firm’s financial workflows. These new features eliminate duplicate and manual data entry, reduce the risk of errors and save time.
- Introducing the new Clio Mobile App - With a complete refresh, rebuild, and a new focus on the moments that matter most for legal professionals on the go, download the new Clio Mobile App today.
- Exporting a Matter's Related Contacts in Clio Manage - You can now view all client and related contact details at a glance when reviewing a matter from the matter dashboard, and export these details for use in mail merge or document automation solutions.
- Clio Manage + Xero Sync Improvements - Clio has implemented a series of sync improvements to deliver a more powerful Clio + Xero integration.
- Outstanding Balances - Simplify and manage your firm’s entire billing workflow in Clio. Outstanding Balances enables firms to view, share and manage your clients’ outstanding balances from one place in a few simple clicks— eliminating tedious invoicing tasks and reducing the risk of error.
Clio Connect Document Upload Notifications - Clio Connect, a secure portal for sharing resources with your clients or co-counsel, now has email notifications so you don’t need to spend time checking folders for document uploads.
- Non-Billable Time Tracking in Clio Manage - you can now record non-billable time entries on billable matters to have greater visibility into all work performed and measure profitability.
- Full-Text Search in EMEA - Clio's Full-Text Search (FTS) functionality enables you to search through document contents in addition to titles and authors.
- Enhanced Custom Fields in Clio Manage - Clio has changed how custom field sets display now Custom fields are arranged in their group rather than in a randomized format.
- Enhanced Zapier Integration for Clio Manage - the new Zapier integration now has more reliable performance, enhanced security, and a whole bunch of new features - including 12 new triggers, searches, and actions.
- Clio Grow Lead Inbox - The Clio Grow Lead Inbox is the place where new potential clients will be captured from third-party sources or integrations.
- Instant Clio Payments Notifications - An instant Clio Payments notification sent to both the Law Firm and the client so they are fully aware in real time that a Client has made a payment.
- New API (V4) for Clio Manage - Clio provides a RESTful open API for clients and 3rd party developers to create custom solutions and provide additional offerings and functionality to Clio's user base.
- Canadian Server - satisfy Canadian data residency requirements by using Clio's Canadian server.
- Enhanced Expenses in Clio Manage - improved expense tracking in Clio with hard/soft costs and expense categories.
- Clio Grow Matter Quick View - easily access to information on your leads from the Matter Pipeline.
- Updated PDF Document Creation in Clio Grow - document automation in Clio Grow got a lot more flexible, as you can now create and share PDF documents that don't require e-signature for validation.
- New Clio Manage calendar - manage your firm's schedule with ease and efficiency.
- Full text search in Clio Manage - find documents quickly and easily by searching their internal contents.
- Enhanced Clio Payments page - receive payment for multiple outstanding invoices in one easy transaction.
- Enhanced contact detail page in Clio Manage - improved user interface for Clio contacts.
- Clio Secure Payment Link - receive payment to your trust or operating accounts by sharing a secure payment page with your clients.
- Updated iOS App menu - start a timer or create a new item from an easy-to-access spot in the app.
- Two-factor authentication with the iOS App - log in to Clio securely and easily with a notification from the app.
- Clio's Gmail Add-on - file emails and email attachments directly from Gmail to the relevant Matter in Clio.
- Updated Matter Notes page - review and add notes with an improved interface.
- Bulk Download of LEDES Invoices - download multiple LEDES invoices at once.
- 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.
- 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.
- Payment Plans - schedule recurring credit card payments to automatically collect on amounts owed or to replenish client trust accounts.
- Clio Payments for Canadians - get paid faster and easier with Clio Payments in Canada.
- Clio Payments notification settings update - choose who receives Clio Payments notifications with greater flexibility.
- Comprehensive Matters/Contacts CSV exports - the Matters and Contacts CSV exports now include all custom fields.
- Performance improvements for multi-Matter bill editing - edit items inline and navigate the bill edit table with your keyboard.
- Outlook Add-in update - control how emails are associated with contacts in Clio.
- Evergreen Management - organize evergreen retainers with automatic notifications and reporting.
- Fee Allocation Report update - run the report based on billed time collected in addition to billable time entered.
- 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.
- Duplicate time entry option - duplicate time entries from the Activities page.
- Accounts receivable aging report - report on your outstanding AR, broken down into 30 day chunks.
- Activities quick filters - filter your activities by day, week, month, or year in one click.
- Recents view - display an equal amount of Contacts and Matters.
- Android global create update - improved timer and customization.
- Custom field columns - display up to five columns of custom field information on the Matter listing page.
- Clio add-in for Microsoft Outlook - file emails from Outlook to Clio, and start a Clio timer in Outlook.