August 2018
- 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.
July 2018
- 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.
June 2018
- 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.
May 2018
- 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.
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.