April 30, 2013
Today we’re pleased to release an often request option: the yearly subscription plan. WIth this new feature, you’ll save 10% off your Subscription amount for the year! Whether a current user, or just testing in trial, you can take advantage of our yearly subscription option.
To switch to yearly subscription, click here.
Check our Support site for more information on subscribing to our yearly plan.
April 4, 2013
Clio and NetDocuments Partner to Offer Secure Cloud-based Document Management and Collaboration for Small and Mid-Sized Law Firms
Clio, the most widely used cloud-based legal practice management platform, today announced an integration with NetDocuments, streamlining the management and sharing of documents among staff, co-counsel and clients.
Small and mid-sized law firms get the benefits of practice management through Clio, managing their practices from intake to invoicing, and the power of NetDocuments for storing, organizing and searching documents.
Law firms can take full advantage of NetDocuments directly with Clio to:
“Clio and NetDocuments are the respective leaders in cloud-based practice management and document management, and this tight integration delivers a best-of-breed solution to our shared customers,” Clio co-founder and CEO Jack Newton said.
“The integration is creating a new level of productivity for the firm,” Leonard Johnson, VP of Marketing at NetDocuments stated. “Having the best cloud-based practice and document management tools working seamlessly together will certainly create value for the law firm, and is also extremely appealing to our many legal technology consultants and channel partners, as they are now able to offer a tightly wrapped solution to their client firms.”
NetDocuments’ integration with Clio will undergo beta testing prior to an official launch in May 2013; Clio users can request access to the beta.
April 4, 2013
Clio adds full banking and accounting functionality to its practice management platform through syncing with cloud-based accounting leader Xero.
Themis Solutions Inc., creator of Clio, the most widely used cloud-based legal practice management platform, announces a deep integration with Xero, a pioneer and leader in cloud-based accounting.
Xero provides a sophisticated accounting platform that is suitable for both small- and mid-sized law firms, including real-time financial reporting, payroll, bank reconciliation, invoicing, expense claim management, and accounts payable.
The integration allows Clio’s customers to automatically synchronize key client and financial data between Clio and Xero. Bills generated within Clio, along with payments to those bills, will be automatically synchronized with Xero. Duplicate data entry is eliminated thanks to seamless two-way communication between between Clio and Xero.
Xero and Clio share a passion in delivering easy-to-use, beautiful software, which makes Xero a natural partner for Clio
“We’re thrilled to introduce a comprehensive practice management and accounting solution to our mutual customers by way of this integration. Xero and Clio share a passion in delivering easy-to-use, beautiful software, which makes Xero a natural partner for Clio,” Clio co-founder and CEO Jack Newton said.
“We are delighted to be partnering with Clio to provide our customers an integrated legal practice management and accounting solution that allows law firms to run their business securely in the cloud.” commented Jamie Sutherland, Xero President of US Operations.
The Xero integration is being released initially as a beta, with a general availability release anticipated in May 2013. Users interested in being a part of the beta test are welcome to signup.
April 1, 2013
In time for ABA TECHSHOW, Clio is proud to announce its newest product offering, the ClioPad Mini.
Imagine being able to jot down your ideas, wherever they come upon you, whether you have an internet connection or not.1
At just 3 ounces and 0.25 inches thin, ClioPad Mini is easy to carry and use anywhere.
And with an infinite battery life, you won’t be hunting around for an outlet to plug into anytime soon.
The ClioPad Mini is the perfect portable, offline capable companion to Clio – the best way to manage your practice online.
“There were some challenges in designing this product,” said Clio CEO, Jack Newton.
“There were some challenges in designing this product,” said Clio CEO, Jack Newton. “When the design team told me the ClioPad Mini would be .4 inches thick, I had to make a hard call. We could sacrifice internal storage capacity or keep it at an unmanageable thickness. I told the team to remove as much as needed to make this tablet thin.”
“I mean, we called it ClioPad Mini; it has to be small,” Jack Newton continued.
As a leader in cutting edge, law practice management technology, Clio is proud that the ClioPad Mini is the first generation of disposable law firm technology.
“An Apple or Android tablet requires special recycling facilities, but the ClioPad Mini can be used with recycling programs already in most law firm, school, and government workspaces. ClioPad Mini may be the first instance of green legal technology. I couldn’t be happier to have contributed to that,” said Rian Gauvreau, Clio’s COO.
With this game-changing product release, Clio expects to speed past not just the traditional competitors in the legal software space, but to also take on hardware giants, like Apple, Samsung, and HTC.
“They’ll never expect a challenge from a product like this,” said a ClioPad Mini beta tester that asked to remain anonymous.
1. Data entry hardware sold separately. Please contact Clio’s customer support for help in selecting compatible third-party data entry tools.
March 7, 2013
We’re pleased to announce the ability to perform an Export of your Contacts/Clients in either .csv or PDF format. This can be quite useful if you want to have a spreadsheet specifically of your Clients, for example.
To do this, go to your Contacts page in Clio and you will notice the “Export to File” button at the bottom of the page:
Before I click this button, I can filter the list of Contacts to show the ones I want to Export using any available option on my Clio page. So, for example, if I specifically only want to see “Clients” then I would click on the “All Clients” option at the top which re-arranges the Contacts shown to those specifically that are Clients:
Next, click on the Export to File button and generate either a PDF or .csv of my Contacts:
And then I just simply download the file to my computer:
January 28, 2013
Arizona Joins Over 20 State Bar Associations Now Offering Clio as a Member Benefit via the Clio Bar Association Affinity Program
Vancouver, BC and Phoenix, AZ — January 28, 2013 — Themis Solutions Inc. welcomes the State Bar of Arizona to the Clio Bar Association Affinity Program. This partnership allows the Bar’s members to subscribe to Clio at a discounted rate.
Clio is the leading provider of a secure, affordable practice management platform that offers time & billing and client collaboration tools for small and mid-sized law firms. Clio is a cloud-based service, meaning that law firms can securely access their data from any Internet-connected device, whether it is a PC, Mac, smartphone or tablet.
“We’re thrilled to announce our new affinity partnership with the State Bar of Arizona,” said Clio Founder and CEO Jack Newton. “Arizona joins a large and rapidly growing group of bar associations focused on making secure, cloud-based practice management and collaboration tools more available, benefiting both their lawyer members and the public they serve.”
The State Bar of Arizona, operating under the supervision of the Arizona Supreme Court, regulates approximately 17,300 active attorneys in Arizona and provides education and development programs for the legal profession and the public. The State Bar’s mission is to enhance the legal profession by promoting the competency, ethics and professionalism of its members and enhancing the administration of and access to justice.
“The State Bar of Arizona is pleased to announce a new member benefit. We have partnered with Clio to offer a discount to our members. In today’s economic climate, running a more efficient law practice is a must. This agreement offers an effective practice management system at an affordable rate as one tool to support our members in pursuing their profession.” said John Phelps, Executive Director and CEO of the State Bar of Arizona.
Arizona joins over 20 bar associations are offering Clio as a member benefit, including the Alabama State Bar, Colorado Bar Association, Connecticut Bar Association, Hawaii State Bar Association, Illinois State Bar Association, Indiana State Bar Association, Iowa State Bar Association, Maryland State Bar Association, Missouri Bar, New Jersey State Bar Association, New York State Bar Association, North Carolina Bar Association, Ohio State Bar Association, Pennsylvania Bar Association, South Carolina Bar, State Bar of California – Law Practice Management & Technology Section, State Bar of Michigan, State Bar of Nevada, State Bar of Texas, State Bar of Wisconsin, and the Vermont Bar Association.
For more information on the Clio Bar Association Affinity Program, please visit http://www.goclio.com/resources/affinity/.
Are you a member of the State Bar of Arizona? Get your lifetime discount by contacting us at info@goclio.com, or call 1-888-858-2546.
January 9, 2013
As we look forward to 2013, we wanted to take a moment and celebrate our accomplishments in 2012.
2012 – dramatic rise in functionality and zero price increase.
Based on your feedback, we continue to make Clio better. In 2012 we rolled out a host of new features, including:
These are just of few of the 52 releases, upgrades and improvements made by our Development team over the course of 2012.
What’s the best part about all of these upgrades? We never charged our users an extra penny.
December 20, 2012
Since Google announced the end of Google Sync, its method of allowing mobile devices access to “Google Mail, Calendar and Contacts via the Microsoft Exchange ActiveSync® protocol,” we’ve been asked if Clio will also stop syncing with Google.
The answer: No.
From George Newton, our Quality Assurance Manager:
“Google is referring to its Google Sync product, which is used to sync Google data to mobile devices. This isn’t related to Clio-Google syncing and will have no impact on current or future Clio users’ syncs between Google and Clio.”
The Clio-Google syncing you love will remain. If you have any further questions, please email us at support@goclio.com.
December 19, 2012
TechnoLawyer’s SmallLaw newsletter recently reviewed Clio.
Jeffrey Allen, principal attorney at Graves & Allen, took a detailed look at 6 different areas of Clio’s practice management solution. His conclusion was, “As a legal billing system, Clio is exceptional.”
“I have found nothing that I like better. Billing takes a matter of minutes every month.”
You can read the full review to get Technolawyer’s opinion on Clio’s,
The best news is that some of Jeffrey’s wish list was released before the ink on his review had dried. For example, Jeffrey’s top request, custom data fields, has already been implemented in Clio, and we plan on releasing an exciting set of additional features in 2013.
You can read the full Technolawyer review here:
July 18, 2012
Last week we announced our latest Clio Platform integration: ScanSnap. One-button scanning to the cloud.
That assumes, though, that every small and mid-sized law firm has a Fujtisu ScanSnap scanner. We know it’s popular, our user base raves about it often, but we don’t like to assume. And who knows? Perhaps your law firm has grown and more than one is needed. No worries. We’ve collaborated with Fujtisu and have an answer: Giving away two Fujitsu ScanSnap S1500s!
Yes, that’s right. We’re giving away two, 2! Fujtisu ScanSnap S1500s.
Simply fill out the form, and you’re entered into our drawing. Simple. Like Scan to Clio.
Drawing ends July 31, 2012 so enter today for a chance to win! For a bonus entry, tweet about it! Use tag #clioscansnap.
We’ll announce the winners on August 1, 2012.
