Clio Manage

Legal and Trust Accounting

Make timely and accurate business decisions, be more profitable, and comply with industry regulations using Clio’s legal and trust accounting software.

Manage trust accounts in accordance with industry rules

Manage client funds in separate or collective trust accounts, including IOLTA arrangements. Keep detailed records that separate client funds from your firm’s operating funds.

  • Generate trust requests and accept deposits easily

    Send trust requests over email or through our secure client portal, Clio Connect. Allow clients to deposit funds into trust via online credit card, all according to legal industry rules.

  • Track outstanding trust requests

    See shared, outstanding, and paid trust requests—all in one place. Run reports at any time for quick and easy reconciliations.

  • Connect your favorite accounting tools

    Integrate with popular accounting tools, such as Xero or QuickBooks Online. Avoid duplicating data entry between platforms and keep your details up-to-date. Connect to your TrustBooks account to keep your firm compliant with state rules.

  • Use advanced financial reporting

    Report on the status of aging receivables, client and matter balances, your firm’s billing history, and invoice payments.

More Clio Manage features

  • Case Management

    Stay organized, and access the information you need—from anywhere, at any time.

  • Document Management

    Edit, store, and organize your legal documents securely and directly in the cloud.

  • Billing

    Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.

  • Contact Management

    Easily organize contact details, documents, and communication logs from intake to invoice.

  • Calendaring

    Stay on top of deadlines, with legal-specific features like Court Rules.

  • Task Management

    Assign and track tasks. Report on task progress, identify roadblocks, and better manage productivity.

  • Online Payments

    Get paid faster and make it easier for clients to pay by accepting online credit card payments.

  • Time & Expense Tracking

    Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.

Get started today

See how Clio's trust accounting software can help your law firm get organized and practice more efficiently.

Try Clio For Free Schedule a Demo