Clio/QBO Integration
Our team at Lucrum Legal Accounting specializes in QuickBooks Online and Clio integrations for law firms. We’ll work with you to set up and configure your QBO and Clio accounts. Then, we’ll ensure that the settings for both software suites are in sync, so that the data transfer between the two is accurate and seamless. Once everything is set up, you’ll be able to use Clio to manage your cases, track your time, and create invoices, all of which will be reflected in QuickBooks Online. The integration also works in reverse, allowing you to view all your financial data from QuickBooks Online in Clio. Our team at Lucrum Legal Accounting is proud to offer integration services for two highly effective cloud-based softwares - QuickBooks Online and Clio. With these tools working in tandem, you will save time, reduce errors, and gain insights into your firm’s financial health.
MEASURE YOUR FIRM'S SUCCESS WITH DETAILED PERFORMANCE TRACKING
TRACK YOUR TIME AND BILL SECURLY FROM ANYWHERE, AT ANY TIME
RETAIN M
42% of those frauds resulted from a lack of internal controls
29% are perpetrated by an owner/executive, or a highly trusted employee.
Organizations with the fewest employees had highest median losses.
Clio Manage
• Stay organized with the industry's leading software
• Eliminate tedious paperwork with electronic document management and e-signatures
• Stay on top of every meeting and deadline with advanced calendaring features
• Streamline how you work on each matter with an integrated task management system
• Measure your firm's success with detailed performance tracking
2022 Clio Legal Trends Report
• Intro: A Need for Balance
• Part 1: State of the Industry
• Part 2: The Location of Work Has Shifted
• Part 3: The Blurring of Work and Life​​
• Part 4: Prioritizing Client Needs
• Part 5: Building an Antifragile Law Firm
• Appendix A: Hourly Rates and KPIs
• Appendix B: Detailed Methodology