Our trust account management software offers an evergreen management feature that sends you a notification when trust accounts reach a minimum dollar amount.

You can also create a credit card payment plan that will automatically charge a client on a monthly or weekly basis, and deposit the specified amount into their trust account.

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Clio’s trust account management software allows you to either reconcile directly in Clio or make use of built-in reports that help meet general trust accounting guidelines, in addition to several reports made for specific jurisdictions. Our trust account management software also allows you to export transactions to Excel. See how.

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Using an accounting solution built for the nuances of the legal industry is important to maintain compliance. Clio offers trust account management software for attorneys through several different options depending on your accounting preferences, all with the goal of helping you reconcile and maintain compliance with ease.

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Clio’s trust account management software syncs your contacts, bills, time entries, expenses, Clio Payments transactions, and trust transactions to QuickBooks Online automatically. Additionally, you can sync hard costs using the Hard Cost Importer feature. Learn more here.

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Clio’s best-in-class integration with Xero syncs your Clio contacts, time and expense activities, bills, credit notes, interest, and Clio Payments transactions for accounting purposes.

For more information, visit the help center.

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The best legal billing software has a range of features to help your law firm bill efficiently. Below is a set of standard options you should look for first (Clio Manage includes all of these):

Varied billing arrangements: Your legal billing software should let you bill by the hour, or charge flat fees or contingency fees

Custom hourly rates and fees: This lets you charge different set hourly rates for different lawyers in your firm, and different flat fees for certain activities.

Timekeepers: You should be able to track time as you work using stopwatch timers in your legal billing software, or have the option to add time entries after the fact.

Expense tracking: Printing costs, mailing costs, and filing fees also need to be billed to clients. Legal billing software helps you keep track of it all.

Accounting integrations: Your legal billing software should integrate directly with your law firm’s accounting software for easy reconciliation of accounts.

Activity codes: These are standard codes assigned to different activities within your firm such as research, document drafting, or contract review.

LEDES billing codes: For firms that need it, your software should allow you to easily format bills according to LEDES (Legal Electronic Data Exchange Standard). You should also be able to use UTBMS codes (Uniform Task-Based Management System Codes) to give further detail on a LEDES bill.

Invoicing: Bills should be automatically generated based on unbilled time and expenses logged to a case.

Customizable bill themes or invoice templates: Your legal billing software should allow you to create clear, professional bills featuring your firm’s logo and any standard copy needed.

Payment reminders: You should have the option to remind payments if an invoice is past due.

Payment plans: Your legal billing software should include the option to put clients on automated payment plans.

Credit card processing: Today’s clients no longer want to pay via check. Your legal billing software should include a credit card processor that allows clients to pay their bills easily via credit card online.

Outstanding client balances: You should easily be able to see the balance of client accounts and whether clients have paid or not.

Trust account management: Your legal billing software should help you keep an accurate record of all trust accounts and transactions. You should also be able to keep track of your IOLTA (Interest On Lawyer Trust Account).

Financial reporting: You should be able to see accounts receivables, outstanding balances, and more in easy to read reports, organized by client, matter, or attorney.

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