PwC InsightsOfficer

InsightsOfficer is an automated bookkeeping, billing, and insights solution for firms like yours. With less time wasted on admin, and easier business decision-making you can get back to doing what you do best — practicing law.


InsightsOfficer integrates with Clio and Quickbooks Online.

Key Features

  • Automated bookkeeping
    ∙ Billing, payroll, trust reconciliation and monthly financial reporting delivered on time. All included with InsightsOfficer.

    Profitability by practice area and client
    ∙ Identify and grow your most profitable practice areas and clients. Make sure you’re spending your time on work that makes you the most money.

    Collections and billing analysis
    ∙ You know your standard rate, and you have an idea of your billed rate. Now you can understand your actual collected rate.

    Trust Accounting
    ∙ The solution performs a three-way match on trust accounts.