Clio Accounting

Key Features & Functions:

Firm dashboard
Monitor your financial health in real time with a bird’s-eye view of your finances and outstanding tasks.

Bank sync
Stay on top of your books by automatically syncing transactions from your bank account to your ledger.

Accounts receivable
Maintain a healthy cash flow and ensure timely payments with a summary of unpaid or partially paid invoices.

Hard cost sync
Accurately record hard costs by automatically syncing matter information from Clio Manage.

Expense management
Stay on top of your expenses to identify spending trends and cost-saving opportunities.

Vendor management
Oversee vendor records, track the 1099 status, and monitor vendor-related expenses and payments.

Financial reporting
Get business-critical insights for law firms, including income, cash flow, balance sheets, and more.

Reconciliation
Complete reconciliations for both trust and operating bank accounts in compliance with industry regulations.
    
Trust accounting
Perform three-way reconciliation and track trust requests, deposits, disbursements, transfers, and withdrawals.