Clio Support, Training & Migration

We provide comprehensive Training and Support to users of Clio PMS Software.

From pre sales demonstrations and financial data migrations, to data synchronisation with Xero, workflow automation and API app set up, we provide a range of support services to firms going live with Clio.

Once live, we are able to provide Accounts training, mentoring, data health checks and outsourced support to include Xero bookkeeping and Clio Bookkeeping.

Clio is the leading supplier of cloud-based Legal Case Management and Client Relationship Software. Clio’s efficiency boosting solutions (Clio Manage and Clio Grow) have been designed to meet your firms every need – no matter your sector, size or location. Whether you practice Corporate Law, Family Law, Conveyancing or any other practice area, Clio will give you the tools you need.

With expert knowledge of Clio , we are able to assist firms set up Clio and system settings to ensure fee earners, charge rates, time and activity codes and other settings are correctly set from the beginning. We can assist in setting up workflows, restrict staff access to system features and tailor the system to individual needs.

We are Xero certified and able to set up Xero to ensure that data entered into Clio automatically synchronises with Xero.

We provide Legal Cashier training to new starters and existing staff requiring refresher training on Clio and Xero. Whether systems settings, Office Accounting or Client Accounting, we can provide tailored and bespoke training as required.

Where sole practitioners or small firms undertake their own day to day Legal Cashiering, we are able to undertake month end checks on data to ensure that there are no issues and provide month end management packs.

Understanding the system mechanics of Clio and Xero, we specialise in preparing Annual Limited Company, Sole trader or Partnership Accounts for Legal practices using Clio.

We understand how data and transactions flow from Clio to Xero, how to report on data, analyse data and correctly interpret and reconcile transactions for reporting in Annual Accounts.

Related services for law firms: Outsourced Legal Cashiering, LEAP consultancy and training and solicitors’ annual accounts and tax returns.