1. REMOTE WORK MADE EASY – Quickly access client, case, and calendar information wherever you are. ・ Stay on top of your day with a dynamic calendar and task lists.
2. The Clio mobile app lets you stay profitable and productive by accessing essential case and client information remotely.
3. KEEP IN TOUCH WITH CLIENTS – Communicate with clients securely and conveniently. ・ Get instantly notified when a client messages you through the portal or texts and respond directly from the app.
4. Update case statuses, communicate with clients and firm members, and review, share, or scan documents all from the palm of your hand.
5. MAKE IT EASY TO GET PAID – Accept in-person payments with tap to pay. ・ Offer your clients a fast, secure way to pay by accepting payments directly from your phone or tablet—no terminal or other hardware required.
6. CAPTURE AND BILL FOR MORE TIME – Track billable and non-billable time on the spot. ・ Increase profitability with time-tracking tools, expenses categories, and custom billing rates.
7. To sign up for a Clio account, please visit our website clio. com/signup.
8. INDUSTRY LEADING SECURITY – Approved by over 60 global bar associations and legal societies. ・ Don’t risk losing important paper files or exposing client data by securely storing client and case data in the cloud.
1. The communication features and ease of access to internal client portals and optional Clio text messages has been great!Love being able to track time on the go! Also love how you can call/copy someone's number straight from the app, or pull up someone's address directly into Google Maps from the app.
2. From the calendar, to actually calendaring, to viewing invoices, billing entries or adding an entry, it isnt user friendly.As a long time Clio user w/ an Android I often did not use the app prior to the new update.
3. Also would like to see the Client Portal messages on the app that I have sent/received from the client in the desktop version.I love Clio and find it very useful in the office, but on mobile the app is limited in functionality.
4. Overall happy with the new updates.One of the main reasons to have this service is to track time but the app does not have a way to get your total time for the day, week, month, etc, like the website does.
5. I can upload pics into any client's matter, and can have a history of every action taken even changes made in entries and uploads, you can keep track of everything in one place on this app.
6. 04/20/23 update: I've been experiencing really bad slow down/lag when typing out portal messages to clients.
7. I was hoping this app would be user friendly so I wouldnt always have to bring my laptop everywhere, but unfortunately it hasn't been the case.
8. The whole point of the app is I can update cases from my phone while waiting in court and I cannot put case notes in without the app crashing.
9. For instance, the activities window shows what I've billed, but does not give a breakdown of total amounts for billing, expenses, etc.
10. It's been reoccurring and makes things pretty inconvenient when things will freeze mid sentence.
11. The new user interface lets me quickly see at a glance what has been accomplished.