Clio Consultants

AC Consulting LLC has been a proud Clio Partner since 2020. We have helped numerous law firms migrate to Clio and improve their legal billing, accounting, and practice management operations.

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Our extensive experience in legal accounting and technology allows us to understand both the financial and technical aspects of a law firm's operations. We specialize in migrating law firms from existing legal billing and accounting systems, including PCLaw, Abacus, Timeslips, and QuickBooks, to Clio while ensuring a smooth transition.

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We have a thorough understanding of Clio Manage and Clio Accounting, including general ledger accounting, financial reporting, bank reconciliation, trust accounting, and accounts receivable management. We can help your firm evaluate, implement, and configure Clio Accounting while maintaining the integrity of your financial records.

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We can customize Clio to meet your firm's specific requirements, including document templates for automated document assembly, custom calendar rules, client intake and lead tracking, customized billing formats, and financial reporting. We also provide training to help your staff understand and effectively use the software.

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Our Clio Services Include:

• Migration from PCLaw, Abacus, Timeslips, QuickBooks, and other legal accounting systems

• Migration of Balance Sheet and Profit and Loss balances

• Clio Accounting general ledger setup and configuration

• Trust accounting (IOLTA) setup and balance migration

• Accounts receivable, work in progress, and client retainer reconciliation

• Integration with QuickBooks and other applications

• Customized billing formats and financial reports

• Document automation and custom calendar rules

• Staff training using our conceptual learning approach

• Beginning-to-end project implementation and ongoing technical support

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Whether your firm is considering Clio for the first time or needs assistance improving an existing installation, AC Consulting can help you make the most of your investment.

Contact AC Consulting today to discuss your firm's Clio implementation, migration, or accounting needs.

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