Clio Accounting by Clio

Clio Accounting

by Clio


Overview

Features of Clio Accouting include: 

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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HEADQUARTERS
Canada
OFFICES
Australia,
Canada,
US,
Ireland
YEAR FOUNDED
2008
REGIONS SERVED
North America,
Europe,
Pacific
Areas of Use
TARGET AUDIENCE
Law Firms - 20-99 lawyers
Law Firms - 100-499 Lawyers
PRACTICE AREAS
  • Neutral
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