Clio Accounting

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.