If you’re manually entering data into Clio — there’s a faster way. 💡 In this video, we walk you step-by-step through how to bulk import matter custom fields into Clio using Clio’s built-in import tool. No more copying and pasting from one case to another. 🚫 You’ll learn: 📂 Where to find the official instructions inside Clio ⚙️ How to prep your data for upload ⚡ Tips to speed up your import process and avoid errors If your firm manages more than a handful of matters, this feature can save you

🚀 Clio Is All In on AI — And It’s Changing Everything The legal tech world is entering a new era. At ClioCon 2025, Clio announced a full AI-powered lineup: 💡 Manage AI (formerly Duo) 💡 Grow AI 💡 Draft AI Each tool is designed to help law firms work smarter, faster, and more efficiently than ever before — from case management to client intake to document drafting. At streamlined.legal, we’ve been hands-on with Clio’s AI tools since day one, and we’re here to help your firm make the most of th