If your firm manages matters, billing, and payments in Clio Manage but still leaves the platform to do your books, that gap is now closed.
New to Clio Manage, built specifically for Canadian law firms, legal accounting functionality empowers you to operate out of one single system of record.
Let Haley Curneen, Senior Accounting Consultant at Clio, walk you through how to move your bookkeeping into the system you already use — from trust deposits and GST, HST, and PST tracking to the monthly three-way reconciliation your law society requires.
In this free video demonstration, you’ll see how accounting functionality in Clio Manage enables you to:
- Complete your firm’s billing, payment collection, and accounting in one system of record, so invoices and payments post to your ledgers without re-entering data.
- Record trust deposits, transfers, disbursements, and refunds.
- Generate reporting to support your annual trust filing and complete the monthly three-way reconciliation your provincial law society requires.
- Track GST, HST, QST, and PST at the right rate by province, and capture input tax credits so your records are ready for the CRA and your accountant.
Join Haley and see what legal accounting could look like for your Canadian law firm.
Duration: 20-minute product tour
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