CLIO
Clio — matter-level revenue and trust-account sync.
Clio is our preferred practice-management integration for law firms. Trust transactions sync, but the IOLTA accounting still happens with bar-rule discipline in the GL.
100%
US-based accountants
~5 days
Typical month-end close
1 team
Books, tax, and reporting in sync
How we use it
We pull matter-level invoicing, time, and trust receipts from Clio, reconcile against the bank, and produce three-way IOLTA reports each month.
What we do not do
We do not interpret your state-bar trust rules. The firm's responsible attorney signs off on the policy; we enforce it in the books.
Ready to hand off the back office?
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