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CLIO ACCOUNTING

Your law firm’s financial reports, in one place

Get the financial clarity you need with real-time visibility into your firm’s financial performance.

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    Manage and report on your firm financials

    Running a law firm requires accurate insights into what it’s doing well and where it can improve. Clio’s financial dashboards and reports for law firms help track your firm’s financial status in real time—so you can make informed decisions.

  • Clio Accounting Financial Health

    Keep tabs on your firm’s financial health

    Gain insight into your law firm’s finances like you’ve never seen before. Clio gathers critical financial data on your firm’s cash flow and outstanding balances in an easy-to-digest format, helping you identify actionable strategies for increased profitability.

  • Clio Accounting Trust Withdrawal

    Manage trust funds compliantly

    Stay audit-ready and compliant by managing and reporting on client funds held in trust in accordance with legal industry regulations. Run trust account reports to see all transactions associated with a client or account and complete three-way reconciliation with ease.

  • Clio Accounting_Bank Feed

    Stay on top of your cash flow

    Automatically sync financial information to your ledgers, ensuring you always have accurate information and stay compliant. Assess your firm’s financial performance in a given period by generating income, cash flow, earnings statements, and more.

Law firm financial reporting resources

Here are some resources to help you understand your firm’s financial position.

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See how financial reporting and dashboards can help your law firm.

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