Legal professionals and bookkeepers can now benefit from the two leading legal cloud-based providers to accurately and efficiently manage client and firm financial records.
Dublin, ROI – Clio, the world’s first and leading creator of cloud-based legal practice management software, announces a new integration with Klyant, a powerful cloud-based accounting software for law firms. Clio is the only practice management platform to partner with Klyant giving legal professionals and bookkeepers the ability to easily reconcile bank accounts, print cheques, access financial and matter ledger reporting, and ensure their firm meets regulatory requirements in the U.K. and Ireland.
Klyant is the only standalone legal accounting system truly designed for the cloud that that enables simple compliance with SRA Accounts Rules, making this integration unique.
“We are excited to be the first and only legal practice management platform to partner with Klyant. With this integration, legal professionals can confidently manage their accounting through an SRA compliant accounting platform,” said Jack Newton, CEO and Co-founder of Clio. “Klyant makes staying on top of firm financials efficient and effective.”
With one click in the Klyant platform, customers can sync any new relevant data from Clio to Klyant. Bookkeepers are able to review and change any migrated transactions directly from the Clio transaction log in Klyant, a unique feature designed specifically for Clio and Klyant. Any updates made in either platform can be viewed in one Klyant review screen, dramatically improving bookkeeping efficiency.
With this integration, lawyers can provide bookkeepers with all the financial information they need while maintaining the privacy of their clients’ personal information. Legal bookkeepers can easily access client matter ledger cards and seamlessly sync clients, matters, invoices, and transactions from Clio, right from the Klyant platform. The powerful configuration settings means that customers can select which financial data to sync, giving them full control over what information is shared.
“We are delighted to partner with Clio and are very excited about the powerful functionality this fully integrated solution delivers to firms,” said John Gilmartin, CEO of Klyant. “Clio has set the pace for next generation legal technology companies, and we look forward to continuing our work with their incredible team.”
Clio customers with a Klyant account can choose to sync all available data types or a select few, including:
- Client name and primary contact details
- Matter name
- Matter/practice type
- Trust/client account transactions
- Approved bills
- Invoice payments
Legal professionals can learn more about the benefits of Clio and Klyant’s integration on Clio’s App Directory.
Founded in Vancouver, Canada in 2008, Clio is the most comprehensive cloud-based practice management platform for the legal industry. With the help of the cloud, Clio eases the processes of time tracking, billing, administration, and collaboration for law firms of all sizes. One of Canada’s fastest-growing companies with international reach, Clio employs over 240 individuals with a rapidly growing customer base spanning 90 countries. Clio has been named one of CIX’s Top 20 Most Innovative Technology Companies, and for the last two years, has been recognized by Deloitte on both the Fast50 and the Fast500 lists. Learn more at clio.com.
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