Key benefits for your firm
Eliminate Duplicate Data EntryIntegrates with Clio to eliminate the need for duplicate data entry.
Ensure Compliance with Your State BarLeverage TrustBooks unique trust features to help you maintain state bar compliance with your trust account.
Simplified Legal AccountingEasy and intuitive workflows designed for the modern law firm.
How TrustBooks works with Clio
Clio users track all their transaction activity in Clio (like you are currently doing). Sync all your transaction data from Clio to TrustBooks. No duplicate data entry needed. Once in TrustBooks, you can manage all your firm’s financial and accounting information.