Track your client accounts with ease.
Clio’s client accounting software labels and tracks clients’ funds in client accounts. You can track multiple bank accounts and organise your client trust funds by matter and client, making client accounting reconciliation easy. Clio’s legal billing guides your record-keeping and maintains your clients’ accounts records while preventing common errors.
Avoid errors in trust accounting.
Clio makes it easy to record advance fees and payments in client accounts. Transfer funds to operating accounts, mark your clients’ invoices as paid, and streamline your monthly billing process in just a few clicks.