Launching ClioCon, Clio Reveals No-Code Websites, Text Messaging, Improved Payments and Advanced Third-Party App Integration

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As the Clio Cloud conference kicked off this morning in Nashville – the 10e anniversary and its first airing since 2019 – Clio founder and CEO Jack Newton took the stage to deliver a keynote, during which he announced several new products and product enhancements.

New products he announced were Clio Grow websites to help lawyers easily build a web presence, text messaging to send and receive client text messages from Clio, advanced integrations that allow lawyers to use and manage select third-party apps from Clio, new billing and payment features, and expanded customer support with a new self-service help center.

Clio Grow Websites

As part of its Clio Grow product, Clio now offers lawyers the ability to create simple, no-code, one-page websites. Users can create sites by filling out their information on a form and selecting a design.

Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, customer onboarding, electronic payments and Google Analytics.

Newton told me that the sites are intended for individual attorneys only, not as a complete law firm site. He compared them to LinkedIn profiles, but with the added benefit of integration with Clio platform features and tools.

Clio now includes text messaging

Clio’s desktop and mobile applications now allow legal professionals to exchange text messages with their clients without having to use their personal phone numbers. The feature includes the ability to automate text messages for important events, Clio explains.

The feature also allows clients to directly text videos and images to their attorneys.

All interactions are securely stored in Clio, along with emails, calls and client portal messages, so that all associated members of the firm have the context of what has been communicated.

Improvements to payments and billing

Last year, at the Clio Cloud 2021 conference, Clio launched Clio Payments to accept electronic payments natively within the Clio platform.

Now, Clio says it has added a suite of new features to Clio Payments to make it easier for lawyers to bill their services and pay clients:

  • Businesses can securely request and store customer payment methods in Clio.
  • Businesses can use new invoice customization options to replace the generic messages that typically support customer invoices.
  • Businesses can streamline month-end invoicing with new flexibility in invoice preparation and review.
  • Businesses can use QR codes to make it easier to collect payments in person.
  • Customers can manage and pay their invoices directly from Clio for Clients, a mobile application designed to facilitate the end-to-end management of customer files.

Clio has also changed how payment processing fees are charged. Clio says it is now the only legal payments provider that gives law firms the ability to choose how their payment processing fees are deducted, giving them the flexibility to manage their costs and cash flow, as well as their process. of reconciliation.

Extensive self-service support and tutorials

Clio says it has improved its Help Center, combining technical assistance with training for legal professionals looking to try out a new feature or activate a workflow specific to their practice.

The redesigned self-service help desk includes:

  • An extensive library of video tutorials.
  • Easier navigation, both in search and in individual support articles.
  • More intuitive content that facilitates ongoing product exploration.

Better integrations between applications

The advanced integration of third-party applications as well as between its own products Clio Grow and Clio Manage is also presented today.

This includes the ability to switch between Clio’s Grow and Manage products and quickly export and import contacts between products. It also includes the possibility of using selected applications directly in Clio.

With these changes, Clio users can now:

  • Browse the library of app integrations and sign up for select apps on the Clio platform.
  • Use Clio login credentials to log in to select apps.
  • Use and interact with selected applications directly in Clio, including Fidu, LegalBoards and Proof.
  • Actions recorded in the Fidu app are tracked directly in Clio Manage.

Lawyaw Courtforms in all 50 States

Last year, Clio acquired the Lawyaw document automation platform, which includes standard court forms to automatically fill out those forms.

Beginning October 15, Lawyaw’s court forms library will expand to cover all 50 states and federal immigration forms.

“At the heart of these platform-wide updates is a common practice: listening to our customers’ needs,” Newton said. “Innovation happens every day in law firms, and we’re constantly striving to ensure the tools lawyers need to work faster, more accurately, and more focused on their clients’ needs are available.

“Today’s legal professionals are looking for remote access, seamless connections between the technologies they use most, integrated billing and payment systems, and most importantly, the convenience offered to their clients when technology legal works brilliantly to support them.”

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