CLIO ACCOUNTING

Your law firm’s financial solution for 2025

Start 2025 with confidence. Manage your firm’s finances effortlessly in a single, intuitive system designed exclusively for legal professionals. With Clio Accounting, you can simplify financial management and focus on what matters most—your clients.

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  • New year, new confidence in your finances

    2025 is your year to take control. With Clio Accounting, you can simplify your financial management and set the tone for a successful year ahead. Built exclusively for legal professionals, Clio Accounting makes managing your firm’s finances effortless and stress-free.

2025: The year you master your finances

Manage your firm’s cash flow, reconcile accounts, and analyze transactions seamlessly—all from the system you already trust. Every invoice, payment, and expense is automatically updated, giving you a complete and accurate picture of your financial health.

Complete your financial workflow

No more toggling between disconnected solutions. Reduce the risk of error by automating journal entries, transaction matching, and reconciliation in compliance with jurisdictional requirements.

Financial Workflow
Auto sync information from Clio Manage
Record vendor and operating expenses
Reconcile trust and operating accounts
Generate financial statements
Monitor firm performance in real time

Better manage funds in trust

No more costly trust accounting mistakes. Manage client funds held in trust securely and compliantly the entire time they’re in your hands.

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Manage client funds automatically, with earned and unearned funds kept separate
Stay compliant with three-way reconciliation
Track trust requests, deposits, transfers, disbursements, withdrawals, and refunds
Match transactions on your ledgers to your bank account statements with a click

Make informed financial decisions

No more duplicate data entry, missing transactions, and tracking down receipts. Monitor every aspect of your firm’s financial performance in one system of record, so you know where to increase profitability.

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View financial insights at a glance
Oversee accounts receivable in real time
Accurately track vendors and expenses
Generate reports to file with your taxes
Get accounting best practices

Kick off the new year with clarity and control

  • Clio Manage Trust Accounting Intuitive workflows

    Workflows that work for you

    Step into 2025 with confidence. Clio Accounting’s intuitive workflows are designed to make financial management easy—no accounting degree required.

  • Clio Manage Trust Accounting Quality Support

    Support you can rely on

    Whether it’s January or June, our dedicated support team is here for you. Get help via phone, email, or live chat for all your financial questions, from billing to bookkeeping.

  • Clio Manage Trust Accounting Complimentary access

    Free access for your accountant

    Collaboration has never been easier. Grant your accountant or bookkeeper complimentary access to your financial data at no additional cost, so they can support your firm’s goals from day one.

Everything you need, and nothing you don’t

  • Firm dashboard

    Monitor your financial health in real time with a bird’s eye view of your finances and outstanding tasks.

  • Bank sync

    Stay on top of your books by automatically syncing transactions from your bank account to your ledger.

  • Accounts receivable

    Maintain a healthy cash flow and ensure timely payments with a summary of unpaid or partially paid invoices.

  • Hard cost sync

    Accurately record hard costs by automatically syncing financial information from Clio Manage.

  • Expense management

    Stay on top of your expenses to identify spending trends and cost-saving opportunities.

  • Vendor management

    Oversee vendor records, track the 1099 status, and monitor vendor-related expenses and payments.

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    Financial reporting

    Get business critical insights for law firms, including reconciliation, income, cash flow, and more.

  • Reconciliation

    Complete reconciliations for both trust and operating bank accounts in compliance with industry regulations.

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    Trust accounting

    Perform three-way reconciliation and track trust requests, deposits, disbursements, transfers, and withdrawals.

Make 2025 your year of financial clarity

This is your moment to start fresh. Take control of your firm’s finances and set yourself up for success all year long. Add Clio Accounting to your plan today and make this your best year yet.

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