April 2018
- 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
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
- 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.
January 2018
- 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.
December 2017
- Clio add-in for Microsoft Outlook - file emails from Outlook to Clio, and start a Clio timer in Outlook.