CLIO ACCOUNTING

Accounting made approachable

Manage your finances in one system of record with intuitive accounting software designed to keep law firms compliant.

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Clio Accounting - Accounting made approachable
  • Intuitive accounting software for law firms

    Clio Accounting simplifies your billing, payments, and accounting tasks in one connected system, ensuring you stay on top of trust accounting rules with ease.

Secure, compliant, and you can do it on your own

Clio Accounting helps you record, manage, and analyze every financial transaction related to running your firm in one place.

Manage your finances from one connected solution

Limit manual data entry. Clio Accounting reduces the risk of error by automating ledger entries, transaction matching, and reconciliation. Stay on top of your bookkeeping and accounting with tasks and best practices.

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Stay compliant with industry regulations

No more costly trust accounting mistakes. With Clio’s legal accounting software, you can accurately manage client funds held in trust and maintain legal compliance, the entire time funds are in your hands.

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Reconcile with ease

Stay secure, audit-ready, and compliant. Clio Accounting makes it simple to match account transactions from your bank account to your books, creating permanent records you can rely upon.

Clio Accounting Three way reconciliation

Be prepared for tax time

No more duplicate data entry, missing transactions, and tracking down receipts. Easily gather all the financial information required for tax filing.

Trust Accounting Be Prepare for Tax Time - Clio Accounting

Make informed business decisions

Get a complete picture of your firm’s financial performance by monitoring your firm’s cash flow in real time and generating financial reports for law firms.

Clio Manage Trust Accounting Make Informed Decisions Clio Accounting
NA John Roach testimonial headshot
NA John Roach testimonial headshot

Having all of our accounting in one place is incredibly convenient. Clio Accounting is built right into Clio Manage, making everything streamlined, efficient, and easily accessible.

John Roach, Attorney, RAM Law PLLC

We spoke to legal professionals, accountants, and bookkeepers about using Clio Accounting. Here’s what they had to say.

Everything you need, and nothing you don’t

  • 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.

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Built for legal professionals, not just accountants

Clio is trusted by 150,000 legal professionals and approved by 100 bar associations and law societies worldwide.

  • Clio Manage Trust Accounting Intuitive workflows

    Intuitive workflows, so you know exactly what to do

    You don’t need previous accounting experience, professional designations, or weeks of training to get started.

  • Clio Manage Trust Accounting Quality Support

    Quality support from a trusted team

    Get hands-on support by phone, email, or live chat 24/5 for everything from case management to accounting.

  • Clio Manage Trust Accounting Complimentary access

    Complimentary access for your accountant

    Give your accountant or bookkeeper secure access to the information they need to support your firm at no extra cost.

Get started with Clio Accounting today

See how Clio can help you run a more efficient and profitable practice from intake to accounting.

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