NEW
Clio Manage joins the brain, and the template library triples
- Legal practices can now connect Clio Manage: matters, court dates, bills, legal tasks, and time, read with each person's own Clio access across the US, EU, Canada, and Australia regions.
- Binee watches the practice as things happen: court dates moving, bills and payments, matters opening and closing, new contacts, logged calls, and documents landing on matters.
- With your approval, Binee writes to Clio too: tasks, calendar entries, matter and contact notes, and billable time entries, each previewed exactly before you confirm.
- Ready-made automations and dashboards grew across every tool: more than fifty automation templates, sixty dashboard cards, and a one-click dashboard for each connected tool, the Legal practice board included.
- Clio Grow joins too: client intake connected, with new leads watched as they arrive and checked against your email history, intake matters and contacts readable in chat, and lead capture with your approval.