As one of the first users of Clio Accounting, and an experienced ERP implementer, I’ve noticed a few challenges with it. I’m also a Clio Certified Consultant, so I’m giving them this feedback also.
Some data entry errors in Clio Manage didn’t matter until you connected Accounting. For example, I entered a client expense in Manage but mistakenly didn’t mark it as a hard cost. I had to make a journal entry in Accounting to reclassify the amount from Service Income to Client Advanced Costs.
Accounting synchronizes bank data often, and assumes that you will use the bank data to enter your non-client expenses. If I pay my Clio monthly service fee with a debit card, it appears in the reconciliation data. I can add the “Software” expense category in the bank account reconciliation screen.
Accounting does not include Accounts Payable or check writing today. I’m told that is planned but Clio has not announced a date yet.
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