- CLIO MANAGE
Key benefits for your firm
Reduce riskWith integrations into the leading banking platforms, Cashroom can significantly reduce the risk of human error and save time when initiating payments and checking for incoming funds. Seamless integration between Cashroom and Clio means that data which has been approved in our partner approval workflow is only entered once, it cannot then be changed which reduces the risk of error.
Ensure ComplianceEnjoy peace of mind with Clio’s Cashroom Portal integration. Cashroom expert legal cashiers ensure your firm is compliant with the solicitor accounts rules. Cashroom portal dashboards give quick and easy visibility into your business. Seamless integration between Cashroom and our partners means that client matters are easily viewed from our Cashroom portal, saving you time and reducing the risk of error.
Increase EfficiencyIncrease efficiency with sophisticated automation and easy to access information, enabling your firm to scale quickly and focus your valuable resources on the law. Accounting forms are accessible from your platform allowing them to be populated based on your matter data. Clio and Cashroom Portal together streamline legal accounting and the management of client funds. The speed and security of process provided by Cashroom allows you to provide your own customers with the best possible service.
How Cashroom works with Clio
Cashroom portal integrates with Clio.
Cashroom provides outsourced legal accounting services for revolutionary firms like yours. Trusting Cashroom with your finance function means less time wasted on worrying about compliance with the legal accounting rules. It means less admin. It means clear and visible dashboards in our Cashroom portal leading to easier business decision-making and you can get back to doing what you do best — practicing law. It means market leading cashiering expertise- a flexible, scalable resource matching your requirements.
Unlock the potential of your law firm with expert services surrounding accounting and cashiering including complete visibility of your firm’s accounts on our Cashroom portal.
With Cashroom and Clio integration your legal accounting is easier, more efficient and reduces risk. You can view client ledgers with one click from our Cashroom portal and feel secure that your law firm is remaining compliant with Legal Accounting Regulations.
Cashroom approval workflows ensure secure and efficient payment processes within your law firm. Law firms can automatically look up client matters and ledgers in Clio from within our easy-to-use Cashroom Portal, completing their accounting and billing processes.
Clio can be easily accessed from within our Cashroom portal. When completing Cashroom forms within our portal there is a direct link to Clio and your client’s information. This allows Cashroom forms to be populated accurately based on your matter data without the need for any re-keying.
When completing accounting instructions, your legal cashier and fee earners get access to client ledgers directly from our portal in a more efficient manner.
Ensure all client transactions are in sync, disbursements are accounted for, and full visibility of your client matters is maintained between Clio and our Cashroom Portal when these world-class platforms are connected.
Leverage Clio’s Custom Actions to seamlessly navigate between the two systems.
Make better decisions with real-time, flexible financial reporting and easy-to-use dashboards.
It is simple, we care about what matters to you and your law firm.
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