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Clio Product Updates

June 2019 

  • Full-Text Search in EMEAClio'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. 
  • Updated Clio Manage Mobile App (Beta) - our team is working on a brand new Clio mobile app for iOS and Android devices! If you would like to sign up to get early access to the new app,

 

May 2019

  • 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.

 

April 2019

 

February 2019

 

January 2019

 

December 2018

 

November 2018

 

October 2018

 

September 2018

 

August 2018

 

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

 

April 2018

 

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

 

January 2018

 

December 2017

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