I am at the Clio Cloud Conference in Chicago today, where Clio, the cloud-based practice-management platform, is announcing the launch of its all-new app for iPhones and iPads. I’ve had a few days to try out a beta version, and I have to say that Clio’s iPhone app is the most highly functional and highly intuitive practice-management app I’ve seen.

The app literally puts all the key aspects of your practice at your fingertips. Swipe right to access a menu of all your matters, contacts, calendar entries, documents and other items. Swipe left to enter time, see upcoming appointments and tasks, and access recent matters. Pop-up shortcuts make it easy to initiate an email to a contact or add a calendar item to a matter.

All of this is achieved in an app that is also visually appealing, using design elements that help highlight important features. Everything is organized over a three-panel layout. Swipe to the right to bring up the left panel, where you can select to view matters, contacts, calendar, tasks, time and documents. Whatever you selected appears in the center panel.

Swipe left to display the right panel, which Clio has dubbed the “Awesome Bar.” It includes an integrated timer that, once started, continues to display in the top bar as you move to other functions in the app. This panel also shows upcoming events and tasks and provides shortcuts to matters you’ve most recently worked on.

Each matter includes a timeline that displays the full history of activity on that matter. Click on any matter in the timeline to view or edit it.

The app lets you access Word and PDF documents that you’ve stored with Clio. You cannot edit documents within the app.

  • Zac

    I agree with your comments above, but one aspect of the app is surprisingly short-sighted: the timer/time entry function. I do not understand why Matter, Description and Note are not default fields when entering time. Without those as default, it’s not much better than a stopwatch.

    Do you have any insights?

    Otherwise, gorgeous app.

    • Derek Rawlings

      Hey Zac,

      You touched on something we identified during our internal testing, but unfortunately couldn’t complete in time for the Clio Cloud Conference.

      There are a few other things (like Documents should be listed in reverse-chronological order, for instance) that we want to get to as well.

      Expect to see an update in the not too distant future.

      A sincere thank you for the feedback, and if you’ve got any other comments from your further use we’d love to hear it – support at goclio.com.


    • Hi Zac,

      We certainly appreciate your feedback and can understand the additional work necessary to link Time Entries to a Matter isn’t optimal. I’ve passed your feedback on to our development team and we hope to get that fixed up; the intent was to have a convenient inline timer available to run with as few steps as necessary (but feedback suggests that our users would rather link it to the matter from within the Clio App itself). Thanks for letting us know and please notify us if you have any further suggestions on how to improve the app!

  • Pingback: A Clio Webinar–Mobile Practice Management | lennyesq()