Clio Product Updates – Clio Help Center

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.

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.

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.