Manage trust accounts in accordance with industry rules
Manage client funds in collective or separate trust accounts—including IOLTA arrangements—in accordance with all industry rules and regulations. Keep detailed records clearly identifying and segregating client funds from your firm’s operating funds. Run reports at any time for quick and easy reconciliations.
Generate electronic Trust Requests and accept deposits online or in the office.
Easily generate and submit Trust Requests via email or through Clio’s secure client portal—or, process credit cards while your clients are still in the office. See which requests have been shared with a client, which have been paid, and which are still outstanding—all in one place. Avoid errors and ensure all funds get deposited quickly into the correct account.
Manage client trust funds with ease and accuracy.
Once funds are held in trust, Clio lets you approve and apply them directly to an invoice with one click. See a list of outstanding invoices related to a client’s trust account, select which ones to pay, and Clio will transfer the funds automatically.
Connect Clio with your favorite accounting tools.
Sync Clio with your firm’s QuickBooks Online account, and any trust-related transaction in Clio will automatically update your accounts in QuickBooks Online. You can also connect Clio to your TrustBooks account to help keep your firm compliant with state rules.