Law firm accounting software without duplicate data entry
Client account records sit in Clio with your bills and matters, and your general ledger stays in QuickBooks Online or Xero.
Sync with QuickBooks Online or Xero
Contacts, invoices, and payments sync automatically, with changes reflected in real time on both platforms.
Reconcile client accounts in Clio
Match client account transactions to your bank statement from the Accounts tab, and keep reports ready for review.
Track disbursements by matter
Record costs paid on a client’s behalf against the matter, with VAT handled where applicable.
Keep your accountant’s tools
Your accountant keeps working in QuickBooks Online or Xero, with Clio’s bills and payments already there.
Client account records that reconcile when you need them
Clio records each client account transaction against its client and matter, which supports your SRA Accounts Rules compliance without replacing it.
Keep client and office accounts separate
Separate ledgers for client and office accounts keep client money apart from the firm’s own.
Log every movement of client money
Clio logs each transaction as you apply funds to bills, transfer to the office account, or issue refunds.
Run more than one client account
Track several client bank accounts by client and matter, and check your SRA Accounts Rules obligations as you set them up.
Reports that show where the firm stands
Summarise client balances
Statements of account show each client’s billing history and outstanding balance.
See what’s billed and collected
The firm dashboard shows the hours your firm has captured, billed, and collected.
Ask AI to build reports
On select plans, Clio’s AI builds profitability reports and schedules them to your inbox.
AI that prepares the bills for your review
Clio’s AI handles the drafting and routing, and you keep the review and the approval. Clio doesn’t use your firm’s data to train AI.
Draft bills from recorded time
Clio’s AI drafts bills from recorded time on the schedule you set, and your team approves each one before it goes out.
Route bills for approval
Draft bills go to the right approvers, with real-time notifications and quick edits before sign-off.
Follow up on unpaid bills
Automated bill reminders chase outstanding invoices, so cash flow isn’t held up.
Legal accounting software resources
Legal accounting software FAQs
What is legal accounting software?
Legal accounting software records a law firm’s income, expenses, and client money, with client account funds kept apart from office money. Clio keeps client account records beside your bills and matters and syncs bills and payments to QuickBooks Online or Xero as they’re approved and received. Get a demo.
How is legal accounting different from general accounting?
Law firms hold money that belongs to clients. Legal accounting tracks that money by client and matter, supports reconciliation under the SRA Accounts Rules, and keeps client account funds separate from office money, which general bookkeeping tools aren’t set up to do. Get a demo.
Is accounting included in my Clio plan?
Client accounting is. Every Clio plan, from Core up, includes client accounting and the QuickBooks Online and Xero integrations. Clio isn’t a standalone accounting system, so your general ledger stays in your accounting platform. Compare plans.
Does Clio support three-way reconciliation?
Yes. Clio and its QuickBooks Online and Xero integrations support the data flow for three-way reconciliation, matching bank balances, client ledger balances, and matter balances, a core requirement under the SRA Accounts Rules. Your COFA can run the reconciliation reports for review. Get a demo.
Will Clio help me meet the SRA Accounts Rules?
Clio keeps separate client and office ledgers and records each client account transaction against its client and matter. That supports compliance rather than replacing it, and your firm remains responsible for meeting the SRA Accounts Rules. Get a demo.
Can I do law firm bookkeeping in Clio?
Clio handles the legal side: client account records, disbursements, bills, and payments. It syncs that data to QuickBooks Online or Xero, where your bookkeeper keeps the general ledger, so nothing is keyed in twice. Start a free trial.
Does Clio use AI for accounting?
On the billing side, yes. On every plan, Clio’s AI drafts bills from recorded time and helps route approvals and reminders. On select plans, it also builds profitability and productivity reports. You review and approve the results. Get a demo.
Which accounting tools connect to Clio?
Clio integrates with QuickBooks Online, Xero, and Klyant. The QuickBooks Online and Xero integrations are included in every plan and sync contacts, invoices, and payments automatically, so your accountant can keep working there. Get a demo.
What’s the best accounting software for law firms?
Look for software that keeps client and office accounts separate, supports reconciliation under the SRA Accounts Rules, and shares records with your billing. Clio covers matters, billing, and client accounting, and connects to QuickBooks Online or Xero for the general ledger, so the books reflect the work. Start a free trial.