Clio provides a full suite of web-based practice management tools targeted specifically at the administrative needs of sole practitioners and small firms. Clio has powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

Clio is easy to use and easy to get started with minimum technical hurdles. And it offers 30 day free trial for you to have a test first. 

Although Clio is an excellent practice management software, it is important to understand that it is not accounting software. When it comes to financial statements and trust accounting, you need to be clear what Clio can and cannot do for you. Contact Jenny, a Clio certified consultant, with questions you may have regarding how to handle accounting issues.

 Jenny Yan - Clio certified consultant