At this year’s Clio Cloud Conference, AI was a prominent theme (we touched on this in part 1 of this series), but we also got a sneak peek at some new and exciting features that are coming to Clio.
At this year’s Clio Partner Summit, not only did our team get an advanced look into the new features, but we also had discussions with leadership and the opportunity to network with the great partner channels Clio has built.
The best part? Getting to hear from Clio’s Chief Product Officer, Hemant Kashyap, about the exciting new features.
What new features are we jazzed about?
Clio Accounting
One of the most exciting announcements was Clio’s new legal-specific accounting feature: Clio Accounting.
With Clio Accounting, you can:
- Automate transaction management
- Get real-time insights into how to improve your cash flow management
- Streamline tax preparation
- Simplify trust account compliance
- Generate financial reports
- So much more
Clio Accounting will empower firms to better manage their finances and remain compliant.
Clio Duo
Clio Duo is a new AI tool in Clio Manage, designed to improve productivity and minimize workflow friction.
Think of Duo as your AI-powered partner, helping you:
- Get instant answers. Just ask Duo to summarize case information or help you understand which matter your next meeting is focused on.
- Get detailed, actionable insights from your documents to empower your decision-making process.
- Focus on important tasks. Duo can prepare tasks for you, allowing you to keep your attention on your current priorities.
- Generate professional messages and replies to ensure prompt client communication.
Clio’s Duo does all of this and more while making privacy and data protection a top priority. No AI models will be trained on your legal data, and only the information you have permission to view will be shown.
Clio Draft Questionnaires
Clio Draft’s new questionnaires feature streamlines the collection of client information by gathering information from your clients to auto-populate your documents and forms. This will reduce errors and make e-filing more efficient. With it, you can create templated and branded forms that you can share directly with clients.
Clients can fill out the form at their convenience. Firms can track the progress of forms and get notified once they’re completed.
Reporting Upgrades – Coming in 2025!
Clio also announced new and exciting reporting upgrades, including:
- Revenue reports in Clio Grow, which will paint a clearer picture of your firm’s revenue generation. Get insights into which referrals, lead sources and campaigns are bringing in the most revenue.
- Custom reporting, which allows you to design your own library of customized reports to share with your team. With it, you’ll be able to track the key performance indicators (KPIs) that matter most to your individual firm.
Reports allow you to identify bottlenecks, maximize your most effective marketing channels, address performance gaps and make data-backed decisions for your firm. Clio’s upgrades will provide firms with clearer insights and actionable data to drive performance and growth.
Automated Workflows – Coming in 2025!
Clio Grow added automated workflows last year, and now, Clio Manage has added them, too. Due to popular demand, Clio added features that empower firms to:
- Auto-assign matters
- Trigger task lists
- Generate documents during case progression
Grow and Manage allow you to use pre-built templates to automate workflows, or you can customize the flow to match your firm’s needs. If you’re a big fan of workflows and processes like we are, you’ll be excited by these new additions to the Grow and Manage tools.
New Payment Methods – Coming in 2025!
Get paid faster and easier with two new payment methods added to Clio:
- Bank ACH
- Wire transfers
New payment methods improve the client experience while giving your firm more flexibility. You can also better manage fees and provide your clients with additional payment methods that often result in you getting paid faster.
Split Billing
Bill multiple clients for portions of the work with Split Billing. With split billing, you can:
- Save activities
- Divide the bill by the number of clients
Our team can fill you in on more details and let you know if this feature is a perfect fit for your firm or not.
Clio File
Texans are lucky – they already have access to Clio File. If you’ve ever wanted to quickly and seamlessly file with the courts, you can do so with Clio File. Clio makes it easy to:
- File court documents
- Serve legal documents
- Request e-signatures
You can file on time, every time and receive real-time updates. Clio File takes it a step further with expense tracking so that you never have to manually record expenses again.
We’re excited to no longer have to jump through hoops and multiple platforms to e-file.
ClioCon was a blast, and there’s so much to be excited about in the coming months.
Clio’s Product team is always working hard to innovate and improve their platform. Have a suggestion? Click here to send it over to CPN Legal and we’ll get it over to the product team directly.