Software Capabilities
Deep working experience across the case management platforms personal injury firms run on - not just the screens, but the integration, limitations, and practical accounting impact.
We have deep working experience in Clio for personal injury law firm accounting, across both ways firms run Clio for trust accounting: Clio Manage paired with QuickBooks Online, and Clio Manage paired with Clio's own native accounting module, Clio Accounting.
Our experience is not limited to knowing the software screens. We understand how Clio's matter and trust data affects check writing, IOLTA accounting, three-way reconciliation, and matter-wise client ledgers, and we know where the practical gaps sit between what Clio captures on a matter and what an accounting system needs in order to reconcile it cleanly.
Integration with Clio Accounting
Clio Manage and Clio Accounting work well together, and since it is built natively into the same platform, there is no export step or journal entry involved. A trust deposit or disbursement recorded against a matter sits on the same connected ledger, not in a second system that needs cross-checking, and reconciliation happens bank-to-Clio directly rather than bank-to-QBO-to-Clio.
We have seen firms benefit from this close fit between matter data and accounting, since a trust transaction never needs to be re-entered or re-mapped anywhere. Our role is to make sure the trust and reconciliation workflows are set up correctly on a firm's actual matter data, so the check writing and accounting process stays clean.
Integration with QuickBooks Online
Clio and QuickBooks Online can work well together for firms not running Clio Accounting, but the integration needs proper review. Trust deposits, disbursements, and applied trust funds sync between the two systems, and checks can be printed directly from QuickBooks, with the check number syncing back into Clio.
There are practical limitations that need to be understood before relying on the data completely. Our role is to identify these issues early, review the data, and make sure the check-writing and accounting process remains clean.
Our team understands how Clio works in a personal injury law firm environment, from the firm-level dashboard down to the matter record itself.
Dashboard
We know the Dashboard provides a firm-level view of tasks, calendar events, billing metrics, financial information, and recent account activity.
The Firm Feed is particularly useful for reviewing changes to matters, expenses, payments, trust requests, liens, and Personal Injury Add-On data.
Tasks
This section allows us to monitor outstanding and completed tasks, responsible users, due dates, task types, and workflow lists.
For PI matters, it supports medical-record collection, bill verification, lien negotiation, settlement approval, trust deposits, and client-disbursement follow-ups.
Activities
Here, we can review and enter time and expenses by matter, date, activity category, user, or expense type.
For contingency PI cases, it is particularly important for tracking filing fees, medical-record charges, expert costs, deposition expenses, and other costs recoverable at settlement.
Matters
We use this tab to access and manage all open, pending, and closed personal injury cases from one location.
Each matter connects the client, medical information, damages, expenses, settlement calculations, trust transactions, documents, and responsible legal team.
Dashboard
We know this tab provides a quick overview of the matter, including the client, case status, responsible attorney, important dates, financial information, and recent activity. It serves as the main screen for checking the current position and overall progress of the personal injury case.
Activities
This tab is where time entries and case-related expenses, such as filing fees, expert costs, investigation charges, and record-retrieval expenses, are maintained. These entries help us track recoverable case costs that may later be included in the settlement calculation.
Communications
We know this section keeps the history of emails, phone calls, text messages, internal messages, and client portal communications. It gives us a complete record of discussions with clients, insurers, medical providers, experts, and opposing counsel.
Notes
This is where internal updates such as client-call summaries, treatment progress, liability observations, settlement discussions, and case strategy are recorded. It is useful for maintaining working information that does not need to be stored as a formal document.
Documents
Through this tab, we can access police reports, photographs, medical records, bills, pleadings, correspondence, demand packages, releases, and settlement statements. It acts as the central document repository for all evidence and files connected with the personal injury matter.
Tasks
We use this tab to manage assignments, responsible users, due dates, priorities, and completion status. It is commonly used for medical-record requests, provider follow-ups, demand preparation, lien review, and settlement activities.
Bills
This section contains invoices and other billing records associated with the matter. In personal injury cases, it is mainly relevant for hybrid fees, separate cost billing, or non-contingency services.
Transactions
Here, we can see the actual movement of funds, including settlement receipts, trust transfers, attorney-fee payments, lien payments, and client disbursements. It shows what has actually been received or paid, rather than only the amounts calculated in the Settlement tab.
Medical Records
We know this tab tracks medical providers, treatment dates, record requests, bill requests, charges, payments, adjustments, liens, and outstanding balances. It gives the firm a complete view of the client's treatment history and the status of supporting medical records and bills.
Damages
This tab brings together medical damages and other losses such as lost wages, property damage, pain and suffering, and additional claim-related damages. It is used to build and review the overall value of the personal injury claim.
Settlement
From this section, we can calculate the recovery amount, contingency fee, case expenses, medical liens, other deductions, and net client compensation. It is used to prepare the settlement breakdown, allocate fees, review deductions, and determine the final amount payable to the client.
Why This Matters
In PI accounting, Clio and Clio Accounting or QuickBooks should not be treated as separate systems. Clio carries the matter information, settlement details, medical liens, documents, and disbursement history. Clio Accounting or QuickBooks carries the accounting records, checks, bank reconciliation, and trust liability.
If both systems do not match properly, issues can appear in:
Our role is to keep the Clio workflow, whichever accounting engine sits behind it, reviewed, connected, and accurate, so the firm can rely on clean accounting records.