At the Clio Cloud Conference in San Diego today, Clio announced new features for its practice management platform and a new app for mobile devices.
The new features include a Firm Dashboard within Clio Manage, to provide firms with greater insight into their performance; Clio Scheduler, which allows firms to automate appointment bookings for their clients; and a new version of the Clio Mobile App, which Clio says “fully reimagines the Clio mobile experience.”
Jack Newton, cofounder and CEO of Clio, announced the new features during his keynote address this morning that kicked off the two-day conference in San Diego.
Clio Manage’s Firm Dashboard. Still in an early-release version, the dashboard is designed to give firms real-time intelligence into their key performance metrics. Modeled after metrics described in Clio’s annual Legal Trends Report , the Firm Dashboard provides visual insights into such metrics as Utilization Rate, or how much time is put toward billable tasks; Realization Rate, or how much of that work makes it to an invoice; and Collection Rate, or how much ultimately gets paid. As of today, early access to this feature is available to attendees of the Clio Cloud Conference.
Clio Scheduler. This is Clio’s first feature release designed for Clio Suite, which combines Clio Manage, its practice management platform, with Clio Grow, its client-intake and CRM product. Also still in early-release, Clio Scheduler will automate scheduling and enable lawyers and clients to book consultations in seconds.
Clio Scheduler will enable potential clients to book meetings directly into a lawyer’s calendar in Clio Grow and Clio Manage, which then syncs automatically with third-party calendar integrations such as Google Calendar and Outlook.
This allows you to put a widget on your website or send a link to a client. When client clicks on the link, the client can browse your availability and pick an appointment
