How Neagle Law LLC Centralized and Streamlined Accounting with Clio

Chris Neagle, Founder and Managing Attorney at Neagle Law LLC

Chris had worked with multiple law firms, including two large firms. When he established his own practice in real estate law, he was using Clio for invoicing while Amy, the firm’s paralegal, managed monthly expenses in QuickBooks.

Working in two separate systems was tedious and time-consuming, so Chris wanted to find a way to streamline all the firm’s income and expenses in one place.

When he saw an email about the Clio Accounting pilot, he decided to give it a try—and has been successfully using it ever since.

How Clio helped

Disparate tools → one centralized system

“We were using QuickBooks so we were working in two separate systems. It felt disjointed. Our motivation to streamline came from the need to have everything under one roof. That Clio is built for the legal industry makes it even more effective.”

Read about Clio Accounting

Laborious process to ensure accurate bookkeeping → instant, accurate profit and loss reports

“Before I had to go into QuickBooks and take extra steps to ensure our income was accurately recorded in the program. But with Clio Accounting, I just enter the expenses, and Clio gives us our profit and loss report. It’s simple and quick, and exactly what I need.”

Learn about reports in Clio Accounting

Time-consuming accounting → simple, streamlined accounting

“At the end of every month, we input all our expenses into Clio Accounting. It’s pretty simple. It used to take more than an hour before and now it can be as quick as 30 minutes.”

Read what other firms are saying about Clio Accounting

Additional benefits to using Clio

Easy time-tracking

Unlike using timesheets in the past, Chris and Amy both use Clio’s time-tracking feature, which they can pause and resume. This has been helpful in further streamlining the firm’s financial workflows.

User-friendly software anyone can use

Amy feels more confident when she’s doing the firm’s accounting and bookkeeping tasks. She also feels Clio Accounting is the right fit for their firm because it’s so simple and easy to use.