Secure, compliant, and you can do it on your own
Record, organize, and analyze every financial transaction from the place you manage your firm.
Complete your financial workflow
No more toggling between disconnected solutions. Reduce the risk of error by automating journal entries, transaction matching, and reconciliation in compliance with jurisdictional requirements.
Better manage funds in trust
No more costly trust accounting mistakes. Manage client funds held in trust securely and compliantly the entire time they’re in your hands.
Make informed financial decisions
No more duplicate data entry, missing transactions, and tracking down receipts. Monitor every aspect of your firm’s financial performance in one system of record, so you know where to increase profitability.
I really enjoy that Clio Accounting is a part of Clio Manage. This allows for more productivity and fewer manual entries.
Nicholas Matlach, President, ioLiberum Law Firm, P.C.
We spoke to legal professionals, accountants, and bookkeepers about using Clio Accounting. Here’s what they had to say.
Built for legal professionals, not just accountants
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Intuitive workflows, so you know exactly what to do
Manage your firm’s finances without professional designations, decades of experience, or weeks of training.
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Quality support from the team you know and trust
Get hands-on support by phone, email, or live chat for your financial inquiries—from billing to accounting.
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Complimentary access for your accountant
Give your accountant or bookkeeper access to the financial information they need at no extra cost.
Everything you need, and nothing you don’t
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Firm dashboard
Monitor your financial health in real time with a bird’s eye view of your finances and outstanding tasks.
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Bank sync
Stay on top of your books by automatically syncing transactions from your bank account to your ledger.
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Accounts receivable
Maintain a healthy cash flow and ensure timely payments with a summary of unpaid or partially paid invoices.
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Hard cost sync
Accurately record hard costs by automatically syncing financial information from Clio Manage.
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Expense management
Stay on top of your expenses to identify spending trends and cost-saving opportunities.
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Vendor management
Oversee vendor records, track the 1099 status, and monitor vendor-related expenses and payments.
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Financial reporting
Get business critical insights for law firms, including reconciliation, income, cash flow, and more.
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Reconciliation
Complete reconciliations for both trust and operating bank accounts in compliance with industry regulations.
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Trust accounting
Perform three-way reconciliation and track trust requests, deposits, disbursements, transfers, and withdrawals.
Legal accounting resources
Legal accounting doesn’t have to be intimidating. Check out these resources to help you get started.
Take control of your accounting today
See how you can manage every aspect of your firm from one place by adding Clio Accounting to your plan.
Book your personalized demo
*Available to law firms located in the U.S.