Trust accounting and IOLTA.

Track your trust accounts and client ledgers with ease.

Clio’s trust accounting software labels and tracks clients’ funds in trust accounts. You can track multiple bank accounts and organize your client trust funds by matter and client, making trust accounting reconciliation easy. Clio’s legal billing guides your record-keeping and maintains your clients’ trust accounts records while preventing common errors.

Avoid errors in trust accounting.

Clio makes it easy to record advance fees and payments in trust accounts. Transfer funds to operating accounts, mark your clients’ invoices as paid, and streamline your monthly billing process in just a few clicks.

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Have questions? Our team is here to help. Call 1-888-858-2546

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