-
UK Client Accounting
Built with UK law firms in mind, Clio provides the essential tools you need to help manage client accounts in line with SRA Accounts Rules, support regulatory obligations, and stay audit-ready — all in one platform.
Manage your client accounts in accordance with industry rules
-
Set up separate ledgers for client and operating accounts
Use Clio’s client account management software to track client funds and operating accounts as required by legal industry regulators.
-
Keep it simple and reconcile directly in Clio
With several reconciliation options, choose to manage your firm’s client accounts from the same place you already bill from right in Clio. Simply match client transactions to your bank account statement directly from the Accounts tab.
-
Stay client accounting compliant with reports
Client accounting software in Australia helps law firms manage client funds held in client funds, ensuring compliance with regulations. It tracks deposits, disbursements, and balances, separates these funds from the firm’s own, and generates audit-ready reports, helping to avoid legal penalties.
Manage your trust accounts with confidence
Properly manage the request, deposit, transfer, disbursement, and refund of trust funds at every step knowing client funds are always properly logged across your ledgers.
-
Generate requests and accept deposits from clients with ease
Enjoy the speed and convenience of requesting and depositing funds into client according to legal industry rules. You can send client requests through email or accept client deposits through click-to-pay links, QR codes, or the secure client portal.
-
Create client-friendly invoices that comply with regulations
Clearly present line items on your legal invoices that detail the movement of funds held in client funds along with remaining balances.
-
Stay on top of your client account balances and reporting
Use evergreen client accounting management to stay on top of account balances in Clio’s account management software to set an alert when available funds drop below a certain threshold.
-
Comfortably move funds in and out of client accounting
Create automated logs for all transactions as you apply funds to invoices, transfer funds to operating accounts, and issue disbursements or refunds.
-
Our seamless integration with Xero & QuickBooks
Clio’s best-in-class accounting integrations with QuickBooks Online or Xero helps you efficiently manage your firm’s accounting so you can avoid data-entry errors and remain compliant, no matter how you work.
Frequently Asked Questions
What is client accounting software used for?
Client accounting software helps law firms track and manage client funds, ensuring compliance with financial regulations. It streamlines bookkeeping, automates bank reconciliations, and integrates with legal billing and case management software.
How does Clio’s client accounting software help with compliance?
Clio supports legal professionals with an integrated platform that enables trust accounting safeguards, automated reconciliations, and audit-ready financial records, helping law firms comply with industry regulations and avoid errors in client fund management.
Can Clio integrate with my existing accounting software?
Yes, Clio integrates seamlessly with Xero, QuickBooks Online, and Klyant ensuring all financial records remain accurate and up to date without duplicate data entry.
Is Clio’s client accounting software secure?
Absolutely. Clio includes advanced security features, transparent transaction tracking, and built-in auditing tools to protect client funds and ensure full compliance with legal and financial standards.
Can I track multiple client accounts with Clio?
Yes, Clio allows law firms to manage multiple bank accounts and track client trust funds by matter and client, making reconciliation and record-keeping straightforward.
How do I get started with Clio’s client accounting software?
You can book a demo today to see how Clio can simplify your law firm’s accounting and financial management processes.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximise efficiency and increase revenue.
Try Clio for Free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime.