Legal Client Accounting Software for Lawyers | Clio UK
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Client Accounting Software for Solicitors

Simplify legal accounting and stay compliant. Keep your firm’s accounting organised year-round with Clio’s client accounting software and integrations. Track client funds, manage multiple accounts, and generate financial reports effortlessly. Clio integrates with Xero, and QuickBooks, ensuring accurate, up-to-date records while reducing manual data entry.

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Client accounting software for lawyers
  • Client account software Clio

    Accurate Client Account tracking

    Clio’s legal-specific client accounting software integrations ensure compliance and accuracy by labelling and tracking client funds in dedicated accounts. Easily manage multiple bank accounts, organise funds by client and matter, and streamline reconciliation. Built-in safeguards help prevent common accounting errors, keeping records accurate and audit-ready.

  • What is Client Accounting software?

    Client accounting software is designed to help law firms track and manage client funds while staying compliant with financial regulations. Unlike general accounting tools, Clio supports legal-specific features such as trust accounting safeguards, automated bank reconciliations, and seamless integration with legal billing and case management tools.

  • Why choose Clio’s Client Accounting software?

    • Effortless bookkeeping – Automate data entry and export financial reports instantly.
    • Regulatory compliance – Ensure proper handling of client funds with built-in trust accounting safeguards.
    • Seamless integrations – Sync with Xero, QuickBooks, and Klyant for accurate, up-to-date records.
    • Simplified reconciliation – Track transactions by client and matter, reducing administrative workload.
  • Industry Leading Security

    Secure, compliant, and easy to use

    Security and compliance are at the core of Clio’s client accounting software. With built-in auditing tools, transparent financial tracking, and advanced security features, law firms can ensure full compliance with regulatory requirements while keeping client funds secure.

Frequently asked questions about client accounting

What is client accounting software used for?

Client accounting software helps law firms track and manage client funds, ensuring compliance with financial regulations. It streamlines bookkeeping, automates bank reconciliations, and integrates with legal billing and case management software.

How does Clio’s client accounting software help with compliance?

Clio supports legal professionals with an integrated platform that enables trust accounting safeguards, automated reconciliations, and audit-ready financial records, helping law firms comply with industry regulations and avoid errors in client fund management.

Can Clio integrate with my existing accounting software?

Yes, Clio integrates seamlessly with Xero, QuickBooks Online, and Klyant ensuring all financial records remain accurate and up to date without duplicate data entry.

Is Clio’s client accounting software secure?

Absolutely. Clio includes advanced security features, transparent transaction tracking, and built-in auditing tools to protect client funds and ensure full compliance with legal and financial standards.

Can I track multiple client accounts with Clio?

Yes, Clio allows law firms to manage multiple bank accounts and track client trust funds by matter and client, making reconciliation and record-keeping straightforward.

How do I get started with Clio’s client accounting software?

You can book a demo today to see how Clio can simplify your law firm’s accounting and financial management processes.

Book a demo.