Clio Product Updates – Clio Help Center

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.