1. What’s New & Improved In Clio
A Clio Webinar

2. Joshua Lenon
LAWYER IN RESIDENCE AT CLIO
Attorney admitted in New York
@JoshuaLenon

3. Sara McCormick
Senior Product
Marke2ng Manager
Amir Golbazi
Product Marketing
Manager
Claire Simpson
Product Marketing
Manager
Clio’s Product Marketing Team

4. Agenda
• Clio’s unique insight into legal practice
• What's new and enhanced in Clio
• Clio Suite
• Clio Grow
• Clio Manage
• User Management
• Questions

5. Clio’s Unique Insight Into
Legal Practice

6. Clio’s offerings
Clio Manage
Legal prac/ce management so3ware
Our most popular product—the industry’s leading solu6on to
help manage clients, organize cases, and automate tedious
tasks and month-end billing.
Clio Grow
Client intake and legal CRM so3ware
Standardize the client intake process with online intake forms,
email automa6on, and e-signatures to build strong
rela6onships, and get powerful data insights to grow your firm.
The Clio Suite
Legal prac6ce management, client intake and CRM soEware.
Get unmatched performance with Clio Suite, the industry’s only
end-to-end soEware solu6on for your firms.
Visit clio.com/pricing to learn more.

12. Monthly Updates: COVID-19 Impact
on Legal
On May 4th, Clio launched a monthly research briefing on
COVID-19’s impact on legal.
Check out the report to see what our data says about the
pandemic’s impact on the legal industry, business impact,
and individual sentiment with lawyers and their market.

16. What's new and
enhanced in Clio

17. Clio Suite

18. Clio Scheduler + Payments
Accept credit card payments online from prospec2ve
clients when they book a consulta2on.
• Recorded transac2ons + funds are associated to
the Contact in Clio Manage (automa2cally
exported from Grow)
• Reduce the risk of no-shows and non-payment
• Deliver a bePer client experience and streamline
the intake process
• More informa2on
Must be a Clio Suite customer

19. Clio Grow

20. Public Intake Forms
Firms can automate their intake process by allowing
prospective clients to submit intake forms online at
their first point of contact with a law firm.
• Persistent, “always accessible,” URLs that can be
shared with prospective clients via email, SMS
or linked to a firm website
• Once submitted, a new Contact and Matter in
Clio Grow will be created automatically and
appear in the Matter Pipeline
• Matter type, Matter status and assigned user(s)
can be customized for each form
• More information

21. Clio Manage

22. Working with Email
● Store and export emails in
their original format,
improving court
admissibility. Learn more.
● File outgoing emails to Clio
when you hit ‘send’ in
Outlook. Learn more.
● Pin the Clio Outlook Add-In
to appear each time you
compose an email so you
don’t forget to file it.
● Learn more
Availability: Boutique, Elite in Clio Manage

23. e-Signatures
● Removes hassle of using
printers or scanners or
meeting in person to get
documents signed.
● Signed documents are
automatically saved to Clio.
● Easy for clients to review
and sign documents on any
device.
● No need to purchase a
separate e-Signature tool.
● Learn more.Availability: Bou1que + Elite

24. In-App NoAficaAons
● Get visibility and keep up to
date with ongoing work
with real-2me updates.
● Get updates in the product
(both web and mobile)
rather than having to dig
through your inbox.
● Learn more.
Availability: All Plans

25. Zoom Integration
● Easy way to meet with
clients and stay connected
with colleagues when
working remotely.
● Add Zoom video
conferencing details to
events created in Clio.
● Join Zoom calls from your
calendar (both web and
mobile).
● Learn more.
Availability: Boutique + Elite

26. Microsoft Teams
Integration
● Stay connected and
collaborate on matters
when working remotely.
● Create a new team when
creating or editing a matter.
Users with permission to
view the matter are
automatically added.
● Access your matter team
from the matter dashboard.
● Learn more.
Availability: Boutique + Elite

27. Bill Re-organization
● Removed the noise of
redundant tabs.
● Renamed the action
buttons to comply to better
communicate their
intended actions.
● Learn more.
Availability: All Plans

28. Bill Recipients
● Set Bill Recipients by either
crea2ng or edi2ng a MaPer.
● Once Bill Recipients have
been set, they will
automa2cally be included
for contacts shared with
when a bill from that
MaPer is shared.
● Learn more.
Availability: All Plans

29. Email
Share for a 2nd time
Clio Connect
Share for a 2nd time
Bill Re-Send
● Previously, when it came to
re-sharing bills with your
clients, you had to ‘stop
sharing’ a bill that had been
previously distributed.
● Now, you will be able to
share bills through email as
many times as you want,
without having to stop
sharing those bills.
● Learn more.
Availability: All Plans

30. Clio Settings
+ User Management

31. Bulk Work Reassignment
● Account Admin can assign new
Responsible AJorney to Open
and Pending MaJers.
● Bulk reassign incomplete Tasks to
a firm user.
● Reassign upcoming Calendar
Events to a firm user.
● Detailed report of re-assigned
work.
● Note: Not available for MaJers
with previous “only me”
permissions.
● See full FAQ.
Availability: All Plans, Clio Manage

32. Account Ownership &
Account Transfer
● New Terminology: Primary
Subscriber
● VerificaUon prompts for Primary
Subscriber
● Transfer of Primary Subscriber
permissions to another firm
member (⚙SeVngs)
● ClarificaUon on Roles and
Permissions (⚙SeVngs)
● Role clarificaUon KCS and Account
Ownership Transfer KCS.
Availability: All Plans, Clio Manage

33. Additional Resources

34. What’s New: Clio.com/whats-new/
Upcoming CLE-Eligible Webinar: Mindfulness and the Practice of Law
Upcoming Virtual Meetups:How to Build and Maintain a Positive Online Reputation
Article: How to Transition to a Paperless Law Firm
Legal Podcast: The Daily Matters Podcast, Hosted by Jack Newton
Webinars, blogs, podcasts and more!

36. ClioCloudConference.com

37. QuesBons

38. Poll- Clio Customers Only
Would you like to learn more about:
(select all that apply)
a. Adding Clio payments
b. Adding Clio Grow (client intake)
c. Clio Cloud Conference - gone virtual!
d. No I’m not interested

39. Poll - New to Clio Only
Would you like to learn more about Clio?
(select all that apply)
a. Clio’s Suite of Products
b. Clio Cloud Conference - gone virtual!
c. No I’m not interested

40. Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546