Clio for Teams
For law firms to stay connected and work collaboratively.
With Clio for Microsoft Teams you can easily access your Clio matters without leaving Microsoft Teams. Check the status of your matter, scan recent Communications, and plan for upcoming events directly from the appropriate team or channel in Microsoft Teams.
Built for legal professionals, Clio for Microsoft Teams allows you to:
- Review recent Notes and Communications. The Matter Dashboard tab makes it easy to review recent updates to your matters.
- Plan for upcoming events. Easily check your upcoming events and discuss a plan with your team in the sidebar.
- Quickly access Clio Manage. Jump to Clio Manage for more details by following the links in the Matter Dashboard.
Clio for Microsoft Teams is available to subscribers of Clio Manage on Essential, Advanced, and Complete plans in North America and all Clio accounts in EMEA.
- Can send data over the Internet
- This add-in can access personal information on the active message, such as phone numbers, postal addresses, or URLs. The add-in may send this data to a third-party service. Other items in your mailbox can’t be read or modified.