Because the Clio Cloud Convention kicked off in Nashville this morning – the convention’s 10th anniversary and its first time stay since 2019 – Clio founder and CEO Jack Newton took to the stage to ship a keynote deal with, throughout which he introduced a number of new merchandise and product enhancements.
New merchandise he introduced have been Clio Develop web sites to assist attorneys simply create an online presence, textual content messaging to ship and obtain shopper textual content messages from inside Clio, superior integrations that enable attorneys to make use of and handle some third-party apps from inside Clio, new billing and cost options, and expanded buyer help with a brand new self-serve assist middle.
Clio Develop Web sites
As a part of its Clio Develop product, Clio now affords attorneys the flexibility to create easy, no-code, one-page web sites. Customers can create websites by filling out their info on a kind and choosing a design.
As soon as launched, the websites hook up with different instruments inside Clio to allow on-line appointment scheduling, shopper consumption, digital funds and Google Analytics.
Newton instructed me that the websites are supposed for particular person attorneys solely, not as a full legislation agency web site. He analogized them to LinkedIn profiles, however with the additional advantage of integration with options and instruments throughout the Clio platform.
Clio Now Consists of Textual content Messaging
Each Clio’s desktop and cell apps now let authorized professionals trade textual content messages with shoppers with out having to make use of their private telephone numbers. The characteristic consists of the flexibility to automate textual content messages for necessary occasions, Clio says.
The characteristic additionally permits shoppers to instantly textual content movies and pictures with their attorneys.
All interactions are securely saved in Clio, alongside e-mail, name, and shopper portal messages, so all related agency members have the context of what’s been communicated.
Enhancements to Funds and Billing
Final yr, on the 2021 Clio Cloud Convention, Clio launched Clio Funds for accepting digital funds natively throughout the Clio platform.
Now, Clio says it has added a set of latest performance to Clio Funds to make it simpler for attorneys to invoice for his or her providers and for shoppers to pay:
- Corporations can securely request and retailer shopper cost strategies in Clio.
- Corporations can use new invoice personalization choices to exchange generic messages that usually help shopper invoices.
- Corporations can streamline month-end invoicing with new flexibility in invoice preparation and bill evaluate.
- Corporations can use QR codes to facilitate in-person cost assortment.
- Purchasers can handle and pay their payments proper from Clio for Purchasers, a cell app constructed to facilitate end-to-end shopper case administration.
Clio has additionally modified the best way cost processing charges are deducted. Clio says it’s now the one authorized funds supplier that offers legislation companies the flexibility to decide on how their cost processing charges are deducted, giving them the pliability to handle their prices and money circulate, in addition to their reconciliation course of.
Expanded Self-Serve Assist and Tutorials
Clio says it has enhanced its assist middle, combining technical assist with coaching for authorized professionals trying to attempt a brand new characteristic or allow a workflow particular to their observe.
The redesigned self-serve help middle consists of:
- An expanded library of video tutorials.
- Simpler navigation, each in search and inside particular person help articles.
- Extra intuitive content material that facilitates continued product exploration.
Higher Integrations Amongst Apps
Additionally launched immediately is superior integration of third-party apps in addition to between its personal merchandise Clio Develop and Clio Handle.
This consists of the flexibility to toggle between Clio’s Develop and Handle merchandise and fast exporting and importing of contacts between merchandise. It additionally consists of the flexibility to make use of chosen apps instantly inside Clio.
With these adjustments, Clio customers can now:
- Browse the library of app integrations and join choose apps whereas within the Clio platform.
- Use Clio log-in credentials to register to pick out apps.
- Use and work together with chosen apps instantly inside Clio, together with Fidu, LegalBoards, and Proof.
- Actions recorded within the Fidu app are tracked instantly in Clio Handle.
Lawyaw Courtforms in all 50 States
Final yr, Clio acquired the doc automation platform Lawyaw, which incorporates normal courtroom kinds to mechanically populate these kinds.
Efficient Oct. 15, Lawyaw’s courtroom kinds library will broaden to cowl all 50 states and federal immigration kinds.
“On the coronary heart of those platform-wide updates is one widespread observe: listening to the wants of our clients,” stated Newton. “Innovation is occurring in legislation companies day-after-day, and we’re always working to make sure the instruments attorneys must work quicker, precisely and centered on the wants of their shoppers can be found.
“Right this moment’s authorized professionals search distant entry, seamless connections between the applied sciences they use most, built-in billing and funds programs, and above all, the comfort afforded to their shoppers when authorized know-how works brilliantly to help them.”