Important: This article describes unified Clio. Unified Clio is available to firms in stages, so your account may still use the old experience. To switch to the old experience, open the user menu. Then select Switch to the old experience. Your data and settings are the same in both experiences.
In Clio, you can access every product your firm uses from a single header and left navigation. Your daily work, your firm's shared records, and a section for each product sit in the same place, so intake, legal work, and billing stay connected. Knowing where each item lives helps you find a matter, a message, or a setting in a few clicks.
Use the header
The header runs across the top of every page. It holds search, time tracking, previews of your calendar and tasks, the create menu, and the user menu.
- Search
The search bar carries your firm name. Click the search bar to find matters, contacts, and other records. You can also press ⌘K. Learn more in Global Search.
- Timer
Click the play icon to start a timer for billable work.
- Timekeeper
Click the clock icon to list the time entries for the day. From the list, click View all time entries or New time entry.
- Calendar preview
Click the calendar icon to list the events for today. Click View full calendar to open Calendar.
- Tasks preview
Click the tasks icon to list your tasks. Click Add to create a task, or View all tasks to open the full task table.
- Create menu
Click + to create a Quick intake, Contact, Matter, Task, or Time entry.
- User menu
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Click your initials to open the user menu. Your name and firm name sit at the top of the menu, followed by these items:
- Select account: Choose a firm from the dropdown when you belong to more than one firm.
- Tour the new Clio: Start a guided tour of the new experience.
- Switch to the old experience: Return to the previous experience.
- Grow settings and Manage settings: Open the settings for each product.
- Referral rewards: Refer another firm to Clio.
- Help: Open the help submenu.
- Resources: Open Clio resources in a new browser tab.
- Feedback: Share feedback about Clio.
- Sign out: Sign out of your account.
Open settings
- Click your initials in the header.
- Click Grow settings or Manage settings. Learn more in Set Up Clio Manage and Set Up Clio Grow.
Find help and community resources
In the user menu, Help opens a submenu and Resources opens in a new browser tab. The Help Center is the knowledge base for product and workflow questions. The Law Community is a place for Clio customers to connect with each other, offer support, answer questions, and share knowledge with other legal professionals.
Important: Some users sign up for a separate Law Community account instead of signing in with Clio credentials. Select the create an account option on the login window the first time you sign in if your account is less than two weeks old, your firm is still in trial, your account is hosted on the European or Canadian servers, or you use the mobile two-factor push notification feature.
Work from daily operations
The first group of items in the left navigation holds the work you return to throughout the day: Today, Calendar, Inbox, and Automations.
Today
Today is the first page after you sign in. The Priorities tab lists your Top priority and Upcoming items, and the Your tasks tab lists the tasks assigned to you. Click Mark complete beside an item to complete it.
The panel on the right holds two tabs. Alerts lists notifications about your matters, such as a low matter trust fund balance. Firm Feed lists account activity across the firm. Learn more in Monitor Firm Activity in Firm Feed.
The Personal Dashboard and Firm Dashboard metrics sit in the Manage section. Learn more in Navigate Clio Manage.
Calendar
In Calendar, you can change how you view your calendars, move between months, and change date views. You can also add calendar events and share or change calendar preferences. Learn more in the Calendars articles.
Inbox
Inbox holds your firm's communications, grouped by channel: Client portals, Emails, Text messages, Meetings, Internal messages, and Logs. Click New to add a communication. Within a channel, you can reply to messages, switch between your own items and all items, filter, and sort by date. Click Settings at the bottom of the channel list to change Notification settings. Learn more in the Communications articles.
Automations
Automations holds your firm's automated workflows and is available to administrators. Click New to create a workflow. The Workflows tab holds three views:
- Saved workflows: Your firm's workflows, with each workflow's status, version, creator, and trigger.
- Templates by Clio: Ready-made workflows to start from.
- Workflow runs: The history of each time a workflow ran.
In each view, you can search workflows, switch between card and table layouts, sort, and filter. [VERIFY: contents of the Skills tab, and availability for firms without Clio Work.]
Open shared records
The second group of items holds the records that more than one product uses: Matters, Contacts, and Documents.
Matters
In Matters, you can list matters by status (open, pending, or closed), search with a keyword, add or remove columns, filter the table, and add new matters. Learn more in the Matters articles.
Contacts
Contacts holds two tabs: Contacts and Conflict checks. On the Contacts tab, list All contacts, or only Clients, Hired, Prospects, or Intake contacts. You can also filter by keyword, add or remove columns, apply filters, expand rows, and export the table. Click New person or New company to add a contact, or click Manage tags to organize contact tags. [VERIFY: lead source filter from Clio Grow under Filters.] Learn more in the Contacts articles and Navigate Contact's Dashboard.
Documents
In Documents, you can list documents stored in Clio and documents from connected third-party applications, by files and folders or by files only. You can also search with a keyword, add or remove columns, filter the table, upload new documents, and connect Clio Drive, the cloud-based document management application. Learn more in the Documents and Clio Drive articles.
Open product sections
Below the shared records, the navigation holds a section for each Clio product: Grow, Work, and Manage. The order of the sections depends on the products your firm uses. Click a section name to expand it.
- Grow
Holds intake and marketing work, from new leads through to hired clients. Learn more in Navigate Clio Grow.
- Work
Holds Editor, Docket, eFilings, and Library. Library opens in a new browser tab. In eFilings, select the state your firm files in to review the eFiling options for that state, or click New eFiling to start a filing. Learn more in Get Started With Clio Work and Get Started With Clio File.
- Manage
Holds firm-wide tasks, time, billing, payments, accounts, reports, and app integrations. Learn more in Navigate Clio Manage.
Customize the navigation
Favorite the navigation items you use most, and collapse the navigation for more room on the page. Navigation items keep a fixed order for every user.
Favorite a navigation item
- Point to an item in the left navigation.
- Click the star icon beside the item name.
Collapse the navigation
- Click the collapse icon beside the Clio logo.
- To open the navigation again, move the pointer to the left edge of the page.
Up next
- Navigate Clio Manage: Find firm tasks, time, billing, payments, and performance reports.
- Navigate Clio Grow: Track leads, intake, and marketing results.