Clio announces further product improvements and investments for a changed legal landscape

“Today’s legal client seeks the same convenient, flexible online experiences from their legal services provider as they do in other areas of their life,” said Jack Newton, CEO and founder of Clio. “And we’re committed to helping law firms meet those expectations with cloud-based technology that improves service delivery.”

Enable frictionless payment experiences

As discovered in this year Legal Trends Report, clients prefer to pay for legal services using online and automated payments rather than traditional methods such as sending a check or providing payment details over the phone or by mail.

To support these growing preferences, Clio announced the launch of its own online payment platform, Clio payments. With Clio Payments, law firms can offer their clients the ability to pay via electronic checks, debit and credit card payments, and in manageable installments, all while fully respecting industry legal rules. in fiduciary accounting. Additionally, customers can securely store their payment information in Clio Payments to make future bill payments a frictionless experience.

With the introduction of Clio Payments, Clio now offers a complete and fully integrated billing suite that the company will quickly innovate to alleviate friction points in the payment and collection process.

Meet customer collaboration expectations and facilitate real-time communication

The need for more centralized communication and collaboration with customers has never been more evident than it has been since the onset of the pandemic, which has raised new expectations and ways of doing things. However, the pressure to frequently inform clients and the impact of constant communication have always been present in the legal industry. In 2017, 42% of clients expected their legal affairs to be updated weekly, which resulted in 25% of legal professionals disrupting more than 10 times a day and 30% between 6 and 10 times a day. day.

To facilitate greater collaboration between lawyers and clients, Clio announced the mobile and desktop communication application: Clio for the customers. Lawyers can now use a secure, central location to provide case updates and notify clients when a document is ready for review. At the same time, customers can use the built-in scanner to upload documents, send and receive messages privately. With a simple interface, and a direct connection to Clio Manage, Clio for Clients simplifies collaboration for lawyers and clients.

As client demands increase, it will be essential for lawyers to maximize their time and reduce costly absences. To help coordinate meetings, Clio announced a new SMS notifications. With SMS notifications, law firms can send an SMS confirmation to attendees when they schedule a meeting in Clio. Recipients receive full meeting details and can confirm attendance directly in text chat.

Streamlining the production of court forms

Solving problems between lawyers and clients is not complete without examining the concepts in which law firms operate. Navigating efficiently through legal deadlines and completing the necessary documents takes time, but a missed deadline or a form error could have serious consequences.

To simplify court requirements, Clio acquired CalendarRules, a company dedicated to developing, maintaining and delivering court rules to lawyers through real-time integrations with calendar systems, and Lawyaw, which simplifies information gathering and production documents, and offers digital court forms for both federal and State of california.

When Clio Acquired CalendarRules and Lawyaw just a few months ago, the team is committed to continued innovation and rapid integration of product solutions. Clio and the LawYaw team delivered on its commitments today, with the announcement that LawYaw added automated court forms for 5 more states including, new York, Florida, Texas, Illinois, and Georgia.

Simplify document management

The continued adoption of cloud-based technology is a priority for the vast majority of law firms going forward. The key to achieving this successfully will be for companies to adopt technology that supports employee preferences while creating new operational efficiencies.

To support legal professionals, who prefer to work directly from their computer, Clio spear Clio Drive. As a central and powerful part of the Clio Manage documentary suite, Clio Drive operates within a firm’s existing processes, giving legal professionals the ability to create, access, modify, store and even collaborate on files and folders from their desktop, while securely syncing them. in Clio.

Investing in legal technological innovation for all

Aligned with Clio mission to transform the legal experience for all, the company announced Clio Ventures, a new equity investment portfolio for promising early stage legaltech companies offering best-in-class products and solutions. Integrated in Clio culture is the belief that a diversity of experiences, perspectives and backgrounds is a necessity for all businesses in the 21st century. Clio has firmly anchored this belief in its strategy to support innovative companies led by various actors who are transforming the legal landscape.

“The objective is to support the most convincing companies by relying on the Clio platform, ”said Jack Newton. “We will be deliberate in our choice to invest in companies with diverse leadership that reflect the dynamic legal communities we serve. “

With these announcements, Clio marks a decisive new step in their vision to create the first legal operating system for everyone. Learn more about Clio latest product news on

On Clio
Clio transforms the legal experience for everyone with cloud-based, client-centric legal technology. Clio has become a company to watch globally after obtaining a US $ 6 million Series B investment in 2012 by the German company Acton Capital, a US $ 20 million Series C investment in 2014 by Bessemer Venture Partners and one of the largest investments in legal technology and Canadian history in 2019 with a US $ 250 million Series D round table led by TCV and JMI Equity. In 2021, Clio made history once again by becoming the world’s first law firm management unicorn with a US $ 110 million Series E investment led by T. Rowe Price Associates, Inc. and OMERS Growth Equity. Learn more at


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