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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.
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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.
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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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