Clio

Clio

Law firm accounting isn’t what you went to law school for.  Xero lets you practice law, not worry about accounting.

Clio’s cloud-based law firm practice management system joins Xero’s online accounting software organically, integrating your client invoices and expense entries from Clio, reducing duplicate data entry and unifying your systems. Use Xero’s smart features to run real-time financial reports to keep your firm’s bottom line in check.

Manage your Trust Accounting requirements with Xero’s same smart features by adding an additional corresponding Xero organization. Keep all of your financial information at your fingertips with Xero’s anytime access from your Mac or PC, tablet or smartphone.

more aboutCLIO + XERO INTEGRATION

Xero

CLIO + XERO

Run your legal practice in the cloud and stop chasing paper. Get your billable hours back.


The Xero + Clio integration is what you need. Reducing the amount of time you spend on administrative duties and allowing you to spend more with the client, which means more billing. Which means growing your practice. Isn’t that what it’s all about?

You’re not an accountant, we get it. But it’s not too much to expect that your systems and processes can help you.

Use Xero with the Clio integration for a “one-stop shop” to look at your client billing data from your desktop, tablet or smart phone. Then take a glance at the overall health of your business with Xero’s robust reporting and dashboard metrics.

You already know about Clio, one of the easiest cloud-based practice management solutions available.  Combined with Xero’s beautiful accounting software and intuitive business tools, you will take the ‘counting’ out of accounting and put it into your billable hours. Get back to what you do best – lawyer stuff.

With Xero you can:

  1. Connect your bank accounts and get automatic feeds to keep track of collections daily
  2. Reconcile bank transactions with ease – and on the go!
  3. Get an up to the minute view of your cash flow
  4. Create custom invoices and send invoices online
  5. Substantiate expenses by sending receipts to your file box
  6. Reconcile your Trust ledgers and maintain compliance

With Clio you can:

  1. Create a cloud-based system for documents
  2. Manage your cases and track your time effortlessly
  3. Invoice clients for time and expenses
  4. Stay mobile using your tablet or smartphone

Together with this sleek integration you can:

  1. Avoid duplicate entry
  2. Send billing & invoice data automatically from Clio to Xero
  3. Send client expense data from Clio
  4. Track invoice changes from Clio to Xero without duplicate entry

 

See why Xero makes it a pleasure doing business

 

Intro to Xero: small business accounting software from Xero on Vimeo.