Find the right file
Look up matter and contact details, configured custom fields, and matter Maildrop addresses.
Find a matter by client, file number or custom field. Review notes, deadlines, documents and billing activity using the access you already have in Clio Manage.
Live account connections are awaiting Clio approval and verification.
Look up matter and contact details, configured custom fields, and matter Maildrop addresses.
Connect each firm separately, choose the firm in chat, and manage assistant access from your account.