As you set yourself up for success in 2023, make sure to check out the latest innovations in Clio’s legal software.
Here’s a round-up of the newest product releases and updates that will make your legal practice easier, more efficient, and more profitable this year.
Feature Spotlight
Client account reconciliation right from Clio, in a fraction of the time
Working with client funds and reconciling regularly doesn’t have to be a headache. Start reconciling your accounts all from one place by selecting the account and clicking reconcile.
Just Launched: Releases and Improvements
Clio Grow intake forms—now with even more customisation options!
Our legal client intake and client relationship management software Clio Grow just got better. When intaking a client, get exactly the information you need from the beginning through custom checkboxes and improved multiple-choice options.
Schedule reports for when you need them
Get the information you need from your reports exactly when you need it: With Clio’s newest reporting updates, you can schedule reports and have them automatically generated with saved presets.
See these feature releases live at our “What’s New” webinar
Join Regina O’Shaughnessy, Senior Product Marketing Manager at Clio for a 30-minute webinar to see these product updates in action and to get a sneak peek into more new feature releases we’re working on.
More Clio Releases and Updates
Get the documents you need from your client at once
Collecting the necessary documents from your clients doesn’t need to be time intensive—for you or your clients. New improvements to our client portal Clio for Clients means that your clients can now share up to 20 documents with you at once.
Colour-code your calendar for at-a-glance efficiency
Stay on top of your calendar and commitments with Clio Manage’s new colour-coding feature for calendars. Additional calendar improvements mean you can now do more from the Clio mobile app and see your work within the “Matter” tab in Clio Manage.
You can now send bills to your client portal in bulk
If you’re sending your bills to multiple recipients all at once, you can now share the bill right through their personal Clio client portal, and they’ll be notified by email.
Respond quicker to prospective clients with templates
Dealing with different client types and matters? Cut down on response time and admin with new appointment confirmation and appointment reminder email templates in Clio Grow.
