Bill securely from anywhere, at any time
Create and approve bills on the go, automatically apply interest to late payments, and send bills via our secure client portal, Clio Connect. With everything your firm needs in one place, legal billing is quick and painless. Getting bills out fast means getting paid quicker.
Simplify accounting with automatic updates
Keep your accounting up to date using deep integrations with Klyant, Xero, or QuickBooks Online. Bills and invoices sync seamlessly to your respective accounting software for faster workflows.
Ensure accuracy in every bill that goes out
Use Clio’s built-in approval system to review bills and invoices generated by anyone at your firm. Get notified about newly generated invoices, easily make adjustments, and approve or delete them with one click.
Create clean and reusable bill templates
Create beautiful invoice templates with bill themes—and bill faster by automating format, style, currency, and more. Go a step further with Payment Profiles to control default due dates, grace periods, and automated interest charges.
Create customised billing plans
Bill clients based on hourly rates, flat fees, or on a contingency basis. Do what makes sense for you and your clients.
Create branded invoices
Create professional, easy-to-read invoices with your firm logo. Offer greater transparency by including aggregated or expanded activity lists and detailed statements of accounts.
View, organise, and share outstanding balances with clients
See the status of all your unpaid bills in one tab, and in a single click, prompt clients to pay their invoices.
Report on detailed account information
Create a Statement of Accounts to summarise client billing histories and outstanding balances. Filter reports by client, fee earner, date, and account type.
Manage firm finances easily
Generate clear billing reports to make managing firm finances simple and effective. Report on aging receivables, matter balances, client billing history, and more.
Track your reimbursable expenses (disbursements & expenses)
Identify exact costs and record reimbursable expenses to maintain accurate financial records and simplify monthly reconciliations.