Clio Product Updates – Clio Help Center

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.
Customer Delight Week updates - fixes and improvements done during the Clio Cloud Conference.

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.
Improvements to Clio Exports - get more useful information when exporting data from Clio.

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.