Clio Manage is the world's leading cloud-based legal practice management software that makes running your firm, organizing cases, and collaborating with clients from one place possible.
    Overview

    Learn more about Clio's legal accounting solutions

    Clio Manage + Xero benefits law firms by helping you:

    • Work on your schedule to bill clients and file expense claims at anytime, from anywhere.

    • Get paid faster with customized online invoices – including automated reminders – that clients can pay online.

    • Make better decisions with real-time, flexible financial reporting and easy-to-use dashboards.

    • Save time with automated bank feeds and reconcile accounts with ease.

    • Make paying employees painless and stay compliant with Xero’s integrated payroll software.

    • Boost workflow with 500+ apps to manage document storage, generate reports, track time and more.

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    Clio + Xero

    Enjoy peace of mind with Clio’s Xero integration. Categorize, connect and manage your firm’s financial information with ease. Sync invoices with precision into the rest of your firm’s financial activity. No manual data entry, post-sync editing or workarounds required. Supply accurate and up-to-date financial reports to regulatory bodies and remain compliant, with ease.

    Client Expenses • Client expenses happen all the time. Now when a client accrues an expense all you have to do is create the expense in Clio Manage, and it will be reflected in an invoice in Xero.

    Paying Invoices • Has a client recently paid an invoice? Has the status of an invoice in Clio Manage recently changed? Anytime the status of an invoice changes in Clio Manage, the same updates will be applied in Xero. No manual data entry, post-sync editing or workarounds required.

    Seamless Legal Accounting • The Clio Manage and Xero integration means no longer having to sweat the small details — like applying taxes. Whenever you apply a tax to an expense category in Clio Manage, the same tax amount will be applied to the client invoice in Xero. You can also specify expense category and tax account codes in Clio Manage, and sync them to Xero.

    Reviews & ratings

    1.7
    5 Reviews
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    3 star
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    1 star
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    JP
    Jon Payne
    Posted
    Should be so good, but alas it is not. Synching is quite poor and only one-way (from Clio). There is no easy way to resolve sync errors. Some things, such as credit notes generated on Clio, are not properly dealt with by the time they show up in Xero and for Brits, this can mean that you end up paying more VAT than you should, if you rely on Xero to do the sums.
    AB
    Amy Blumenberg
    Posted
    I love Clio but for the past month or more, invoices that I enter as paid in Clio do not show up as paid in Xero even though I get the message that Clio and Xero are synching. This appears to be a problem with Xero, not with Clio. It's getting frustrating since I have to then manually enter information for paid invoices into Xero when I chose Xero based on representations that Xero and Clio worked well together.
    JR
    Jenny Reed
    Posted
    We have one client that uses Clio to invoice. The invoices sync over very well, but payments do not sync. We also need to use track codes according to which partner brought in the business. The client has determined the codes in Clio using the Client Reference Number, but these do not sync either. As far as client expenses on an invoice, they enter those in Clio, and then they sync into the COS account. So that works for them. Fixing those items that don't sync would be a great improvement! For now, we just use a workaround.
    Additional info

    App details

    By
    Added in 2019

    Countries

    Canada, Ireland, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthroughsupport@clio.com

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