{"id":14113,"date":"2025-10-02T16:29:31","date_gmt":"2025-10-02T15:29:31","guid":{"rendered":"https:\/\/www.clio.com\/uk\/?p=14113"},"modified":"2025-10-02T16:29:31","modified_gmt":"2025-10-02T15:29:31","slug":"client-accounting-features","status":"publish","type":"post","link":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/","title":{"rendered":"Stay SRA-Compliant with Ease: Clio\u2019s Updated Client Accounting Tools"},"content":{"rendered":"<p><span style=\"font-weight: 400\">The Solicitors Regulation Authority (SRA) takes client money handling seriously\u2014and so should you. But here\u2019s the thing: many firms are still managing funds at the client level instead of the matter level. On paper, that might not sound like a big issue. In practice, the SRA Accounts Rules require that client funds must be properly allocated to each matter, and their auditors will be looking to confirm this.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Managing client funds at the matter level is important not just in order to tick regulatory boxes. It\u2019s also the best way to protect your firm and your clients, not to mention to give you peace of mind. The problem is that traditional accounting systems make matter-level accuracy tedious and time-consuming.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Fortunately, Clio\u2019s updated client accounting features ensure easy matter-level compliance. Designed with the needs of UK firms in mind, this upgrade takes the headache out of client account management, delivering <\/span><a href=\"https:\/\/marketing.dev.clio.systems\/uk\/blog\/sra-compliance-tips\/\"><span style=\"font-weight: 400\">SRA compliance<\/span><\/a><span style=\"font-weight: 400\"> without gruelling late-night admin sessions.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">This post will tell you everything you need to know about how Clio covers all your compliance needs.<\/span><\/p>\n<div class=\"o-callout o-callout--dark o-theme--cobalt js-mouse-glow\">\n\t<div class=\"o-callout__inner\">\n\t\t\t\t\t<p class=\"o-callout__tag\">Client Accounting<\/p>\n\t\t\t\t\t\t\t<h3 class=\"o-callout__title\">Worried about SRA compliance?<\/h3>\n\t\t\t\t<p class=\"o-callout__text\">Clio\u2019s updated client accounting features make matter-level compliance simple, accurate, and stress-free\u2014so you can focus on running your firm, not chasing regulations.<\/p>\n\t\t\t\t\t<div class=\"o-callout__cta-wrapper\">\n\t\t\t\t\t\t\n\t\t\t\n\t\t\t\t\n\t\n\t\t\t\t\t\n\t<a\n\t\thref=\"https:\/\/marketing.dev.clio.systems\/uk\/features\/client-accounting\/?cta=callout\"\n\t\tdata-tracking-trigger=\"click\" data-tracking-action=\"CTA\"\n\t\taria-label=\"Explore client accounting\"\n\t\t\n\t\t\t\t\t\t\n\t\tclass=\"\n\t\t\to-btn--primary\n\t\t\tl-btn--primary\n\t\t\t o-cta l-cta js-cta\n\t\t\t\n\t\t\t\n\t\t\"\n\t\t\n\t\t\n\t\t\n\t>Explore client accounting<\/a>\n\t\n\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-14078 size-large \"\n\t\tstyle=\"max-width: 46.875rem;  width: 1001px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:102.286902287%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"UK Trust Accounting Transaction list and report UK\"\n\t\t\t\t\talt=\"UK&#x20;Trust&#x20;Accounting&#x20;Transaction&#x20;list&#x20;and&#x20;report&#x20;UK\"\n\t\t\t\t\tsrc=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/UK-Trust-Accounting-Transaction-list-and-report-UK-750x767.png\"\n\t\t\t\t\twidth=\"750\"\n\t\t\t\t\theight=\"767\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t\t<source\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tsrcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\t\t\tdata-srcset=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/UK-Trust-Accounting-Transaction-list-and-report-UK-750x767.webp 1x, https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/UK-Trust-Accounting-Transaction-list-and-report-UK-1500x1534.webp 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttype=\"image\/webp\"\n\t\t\t\t\/>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"UK Trust Accounting Transaction list and report UK\"\n\t\t\t\talt=\"UK&#x20;Trust&#x20;Accounting&#x20;Transaction&#x20;list&#x20;and&#x20;report&#x20;UK\"\n\t\t\t\twidth=\"750\"\n\t\t\t\theight=\"767\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/UK-Trust-Accounting-Transaction-list-and-report-UK-750x767.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tdata-srcset=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/UK-Trust-Accounting-Transaction-list-and-report-UK-750x767.png 1x, https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/UK-Trust-Accounting-Transaction-list-and-report-UK-1500x1534.png 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<h2>What the SRA requires: Rule 8 explained<\/h2>\n<p><span style=\"font-weight: 400\">Rule 8 of the <\/span><a href=\"https:\/\/www.sra.org.uk\/solicitors\/standards-regulations\/accounts-rules\/\"><span style=\"font-weight: 400\">SRA Accounts Rules<\/span><\/a><span style=\"font-weight: 400\"> tells firms how to keep their books in order. Let\u2019s put the legal jargon aside and look at what the SRA wants in plain English.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Your records need to be accurate, contemporaneous, and chronological:<\/span><b><\/b><\/p>\n<ul>\n<li><b>Accurate: <\/b><span style=\"font-weight: 400\">Every entry must record the transaction precisely, with no guesses, no shortcuts, and no \u201cwe\u2019ll tidy that up at the end of the month.\u201d<\/span><\/li>\n<\/ul>\n<ul>\n<li><b>Contemporaneous: <\/b><span style=\"font-weight: 400\">Entries should be made at the same exact time the money moves. Don\u2019t leave it until days (or weeks) later when you finally have a moment.\u00a0<\/span><\/li>\n<li><b>Chronological: <\/b><span style=\"font-weight: 400\">Transactions must be logged in the same order they happen. This creates a timeline capturing cause, effect and sequence.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">You should organise your records as follows:<\/span><\/p>\n<p><b>Client ledger entries<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">On the<\/span><i><span style=\"font-weight: 400\"> client side<\/span><\/i><span style=\"font-weight: 400\"> of the ledger, record all client money transactions and include:<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The client\u2019s name<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">A clear description of the matter it relates to<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">On the business account ledger, record:<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">All non-client money receipts and payments<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Any bills of costs, including transactions through the firm\u2019s accounts<\/span><\/li>\n<\/ul>\n<p><b>Liability summary:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Keep a running list of outstanding balances on client ledger accounts showing liabilities owed to clients and third parties.<\/span><\/li>\n<\/ul>\n<p><b>Cash account maintenance:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Your cash account should have a running total of all transactions going through client accounts.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">The most important part is that these records must be tracked <\/span><i><span style=\"font-weight: 400\">by matter<\/span><\/i><span style=\"font-weight: 400\">, not just by client. Failing to make this distinction leads many firms to slip into non-compliance.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Say Mr Evans has multiple matters on the go, for example a property sale, a probate issue, and a dispute. You can\u2019t just lump all their money into one big Mr Evans pot. Each matter must have its separate accounting trail. If you fail to do this, the SRA will take the view that you\u2019re mixing funds and obscuring the true picture.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Remember, the SRA doesn\u2019t merely want to know that your firm is handling client money responsibly. It wants to see, line by line, matter by matter, exactly where your client funds went.\u00a0\u00a0<\/span><\/p>\n<h2>Why client-level accounting isn\u2019t enough<\/h2>\n<p><span style=\"font-weight: 400\">Client-level accounting gives you one record for each client, with all their transactions bundled in the same place. If you didn&#8217;t look too closely, you\u00a0 might even be tempted. Especially if you are a busy manager trying to juggle operations, finance and compliance, it could feel like a way to keep things simple. But this would also completely go against what the SRA wants to see under Rule 8.1.<\/span><\/p>\n<p><span style=\"font-weight: 400\">The thing is that client-level accounting blurs the lines between different matters. This is a simple shortcoming, but with potentially serious consequences. If you have a client who\u2019s buying a house, updating their will, and handling a dispute, lumping all those funds together makes it impossible to see what\u2019s what. And with no clear audit trail, regulators and auditors are not going to be impressed.<\/span><\/p>\n<p><span style=\"font-weight: 400\">From the SRA\u2019s point of view, if you fail to separate money at the matter level, they can\u2019t know for sure that every transaction is accurate, chronological, and supported by a clear narrative. For example, your books might show that Mrs Smith has \u00a312,000 in her account, but they won\u2019t make it clear that \u00a39,000 is from her property sale and \u00a33,000 to cover the probate work. In the eyes of the SRA, this is not just an administrative lack of clarity\u2013it\u2019s also a compliance failure.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Making the mistake of using client-level accounting can get you in trouble in the following ways:<\/span><b><\/b><\/p>\n<ul>\n<li><b>Failed audits: <\/b><span style=\"font-weight: 400\">If you don\u2019t have matter-level breakdowns, you\u2019re not going to satisfy the auditor.<\/span><\/li>\n<\/ul>\n<ul>\n<li><b>Compliance breaches and fines: <\/b><span style=\"font-weight: 400\">The SRA has no tolerance for mishandling client money. Even where you\u2019ve made an honest mistake, you can expect heavy penalties.<\/span><\/li>\n<li><b>Reputational harm: <\/b><span style=\"font-weight: 400\">In law, your reputation is your most valuable asset. If word gets round that you\u2019ve been mismanaging client funds, the reputational damage can be serious and very hard to recover from.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">The lesson here is that client-level accounting might save you a few minutes today, but could cost you more than you can afford down the line. Rule 8 leaves no room for doubt: if you can\u2019t show matter-by-matter transparency, you\u2019re not compliant.<\/span><\/p>\n\n\t\n\t\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\n\n<div\n\tclass=\"o-image l-image aligncenter wp-image-14074 size-large \"\n\t\tstyle=\"max-width: 46.875rem;  width: 1024px;\"\n\t\t>\n\t<div\n\t\tclass=\"o-image__wrap l-image__wrap js-lazy-image-wrapper\"\n\t\t\t\t\tstyle=\"padding-top:65.350877193%;\"\n\t\t\t>\n\t\t\t\t\t<noscript>\n\t\t\t\t<img\n\t\t\t\t\ttitle=\"Simplified-Product-UI_Clio-Manage_Trust-Accounting_Trust-Account-1\"\n\t\t\t\t\talt=\"\"\n\t\t\t\t\tsrc=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/Simplified-Product-UI_Clio-Manage_Trust-Accounting_Trust-Account-1-750x490.png\"\n\t\t\t\t\twidth=\"750\"\n\t\t\t\t\theight=\"490\"\n\t\t\t\t\/>\n\t\t\t<\/noscript>\n\t\t\t\t<picture>\n\t\t\t\t\t\t\t<source\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tsrcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\t\t\tdata-srcset=\"https:\/\/marketing.dev.clio.systems\/au\/wp-content\/uploads\/sites\/3\/2025\/09\/Simplified-Product-UI_Clio-Manage_Trust-Accounting_Trust-Account-1-750x490.webp 1x, https:\/\/marketing.dev.clio.systems\/au\/wp-content\/uploads\/sites\/3\/2025\/09\/Simplified-Product-UI_Clio-Manage_Trust-Accounting_Trust-Account-1-1500x980.webp 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttype=\"image\/webp\"\n\t\t\t\t\/>\n\t\t\t\t\t\t<img\n\t\t\t\ttitle=\"Simplified-Product-UI_Clio-Manage_Trust-Accounting_Trust-Account-1\"\n\t\t\t\talt=\"\"\n\t\t\t\twidth=\"750\"\n\t\t\t\theight=\"490\"\n\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\tdata-src=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/Simplified-Product-UI_Clio-Manage_Trust-Accounting_Trust-Account-1-750x490.png\"\n\t\t\t\t\tsrc=\"data:image\/gif;base64,R0lGODlhAQABAIAAAP\/\/\/wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==\"\n\t\t\t\t\tclass=\"is-lazy js-lazy-image\"\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tdata-srcset=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/Simplified-Product-UI_Clio-Manage_Trust-Accounting_Trust-Account-1-750x490.png 1x, https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/09\/Simplified-Product-UI_Clio-Manage_Trust-Accounting_Trust-Account-1-1500x980.png 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\/>\n\t\t<\/picture>\n\t<\/div>\n\t<\/div>\n\n\t\t\t\n\n<h2>What matter-level client accounting looks like in practice<\/h2>\n<p><span style=\"font-weight: 400\">Imagine the difference between a single drawer with everything stuffed in it and a collection of neatly labelled files. The tidy collection of files is what matter-level accounting looks like. Instead of everything being lumped together under a client\u2019s name, each matter gets its own dedicated ledger. This ensures there is a clear separation of matters with no overlap.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Here\u2019s how matter-level client accounting works in practice:<\/span><b><\/b><\/p>\n<ul>\n<li><b>A unique ledger per matter: <\/b><span style=\"font-weight: 400\">Each matter has its own ledger, setting out its entire financial history.<\/span><\/li>\n<\/ul>\n<ul>\n<li><b>Every transaction tagged to a matter: <\/b><span style=\"font-weight: 400\">Each payment in or out is linked to its matter and given a narrative explaining what it\u2019s for. For example: \u201cDeposit received for sale of property.\u201d<\/span><\/li>\n<li><b>Easy reporting and reconciliation: <\/b><span style=\"font-weight: 400\">When you\u2019ve got a ledger for each matter, balancing the books becomes simpler and audits are refreshingly straightforward.\u00a0<\/span><\/li>\n<\/ul>\n<h3>Matter-level accounting in practice<\/h3>\n<p><span style=\"font-weight: 400\">Say Mr Jones comes to your office one afternoon for help with both selling a property and drafting a will. If you were to keep client-level records, all his transactions would be tossed in the same basket, making it hard to figure out which transaction belongs to which matter. But by keeping matter-level records, you ensure that each matter is tracked separately.<\/span><b><\/b><\/p>\n<ul>\n<li><b>Property sale matter: <\/b><span style=\"font-weight: 400\">Covering items like the incoming deposit, legal fee transfers, and completion funds.<\/span><\/li>\n<li><b>Will drafting matter: <\/b><span style=\"font-weight: 400\">Covering items like the retainer received, and the various fee disbursements.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">This approach makes your life easier. When Mr Jones wants an update, you can tell him exactly where he stands on each matter. And when the SRA comes knocking, you\u2019ll have a clear and transparent flow of funds to show them for every matter.<\/span><\/p>\n<h2>How Clio helps you stay compliant<\/h2>\n<p><span style=\"font-weight: 400\">Here\u2019s the good news: matter-level accounting doesn\u2019t have to mean lots of extra late nights with your head buried in endless spreadsheets. Clio\u2019s updated <\/span><a href=\"https:\/\/marketing.dev.clio.systems\/uk\/features\/legal-accounting\/\"><span style=\"font-weight: 400\">client accounting features<\/span><\/a><span style=\"font-weight: 400\"> are built with SRA compliance in mind, giving you the reassurance that the right checks and balances are baked into your day-to-day workflows.<\/span><\/p>\n<p><span style=\"font-weight: 400\">With Clio, this is what you get:<\/span><b><\/b><\/p>\n<ul>\n<li><b>Matter-linked deposits &amp; withdrawals: <\/b><span style=\"font-weight: 400\">Every penny is clearly linked to the specific case it\u2019s tied to.\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li><b>Detailed narratives: <\/b><span style=\"font-weight: 400\">Give the story behind each transaction.<\/span><\/li>\n<\/ul>\n<ul>\n<li><b>Client requests: <\/b><span style=\"font-weight: 400\">Allowing you to easily request matter-specific funds from clients.<\/span><\/li>\n<li><b>Ledger &amp; client account reports: <\/b><span style=\"font-weight: 400\">You get proper reports that perfectly comply with SRA requirements.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">The big win here is that Clio builds compliance into all your workflows, so you no longer have to constantly worry about it. This means less stress for your finance and compliance officers, and peace of mind for you.<\/span><\/p>\n<h2>The bigger picture: Protecting your firm\u2019s reputation<\/h2>\n<p><span style=\"font-weight: 400\">Compliance is essential, but there\u2019s so much more than that. Matter-level accounting creates the trust that you need for every successful client relationship. When clients hand you their money, they don\u2019t just want to know you\u2019re a good lawyer, they want to know that their money is in safe hands. When you can show them at any time where their money is and what it\u2019s being used for, they will know they\u2019ve made the right choice.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">And with matter-level accounting, you\u2019ll no longer get the jitters when the SRA auditors come knocking. Having the confidence that your books are always squeaky clean, matter by matter, is a whole different experience from last-minute scrambling through spreadsheets trying desperately to get everything in order. Good records establish that your firm is organised, transparent and professional, giving you an enduring stamp of credibility in the real world.<\/span><\/p>\n<h2>Compliance made simple<\/h2>\n<p><span style=\"font-weight: 400\">Matter-level client accounting just isn\u2019t something that\u2019s nice to have. It\u2019s an SRA requirement, and if you ignore it, the auditors won\u2019t be pleased.<\/span><\/p>\n<p><span style=\"font-weight: 400\">But staying compliant isn\u2019t something you need to constantly stress about. Clio\u2019s accounting features make compliance simple by building it into your everyday workflows, so you can easily track deposits, withdrawals, and narratives by matter.<\/span><\/p>\n<p><span style=\"font-weight: 400\">And Clio produces accurate and transparent reports for you that will keep the auditors happy and off your back.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Ready to see how it works?<\/span><\/p>\n<p><strong><a href=\"https:\/\/marketing.dev.clio.systems\/uk\/schedule-a-demo\/\"><i>Book a demo today<\/i><\/a><i> to see Clio\u2019s client accounting features in action.<\/i><\/strong><\/p>\n<div class=\"o-callout o-callout--dark o-theme--cobalt js-mouse-glow\">\n\t<div class=\"o-callout__inner\">\n\t\t\t\t\t<p class=\"o-callout__tag\">Client Accounting<\/p>\n\t\t\t\t\t\t\t<h3 class=\"o-callout__title\">Worried about SRA compliance?<\/h3>\n\t\t\t\t<p class=\"o-callout__text\">Clio\u2019s updated client accounting features make matter-level compliance simple, accurate, and stress-free\u2014so you can focus on running your firm, not chasing regulations.<\/p>\n\t\t\t\t\t<div class=\"o-callout__cta-wrapper\">\n\t\t\t\t\t\t\n\t\t\t\n\t\t\t\t\n\t\n\t\t\t\t\t\n\t<a\n\t\thref=\"https:\/\/marketing.dev.clio.systems\/uk\/features\/client-accounting\/?cta=callout\"\n\t\tdata-tracking-trigger=\"click\" data-tracking-action=\"CTA\"\n\t\taria-label=\"Explore client accounting\"\n\t\t\n\t\t\t\t\t\t\n\t\tclass=\"\n\t\t\to-btn--primary\n\t\t\tl-btn--primary\n\t\t\t o-cta l-cta js-cta\n\t\t\t\n\t\t\t\n\t\t\"\n\t\t\n\t\t\n\t\t\n\t>Explore client accounting<\/a>\n\t\n\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>The SRA&#8217;s rules require matter-level accounting. Learn how Clio&#8217;s updated client accounting features make matter-level compliance simple and easy.<\/p>\n","protected":false},"author":178,"featured_media":14114,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[29],"tags":[],"coauthors":[448],"class_list":["post-14113","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounting","content_category-firm-performance","content_category-law-firm-accounting","content_category-legal-billing-process","content_category-regulation-compliance"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.7 (Yoast SEO v24.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Clio\u2019s Updated Client Accounting Features | Clio UK<\/title>\n<meta name=\"description\" content=\"The SRA&#039;s rules require matter-level accounting. Learn how Clio&#039;s updated client accounting features make matter-level compliance simple and easy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Stay SRA-Compliant with Ease: Clio\u2019s Updated Client Accounting Tools\" \/>\n<meta property=\"og:description\" content=\"The SRA&#039;s rules require matter-level accounting. Learn how Clio&#039;s updated client accounting features make matter-level compliance simple and easy.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/\" \/>\n<meta property=\"og:site_name\" content=\"Clio UK\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-02T15:29:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/10\/Screenshot-2025-10-02-at-16.25.11.png\" \/>\n\t<meta property=\"og:image:width\" content=\"789\" \/>\n\t<meta property=\"og:image:height\" content=\"441\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Louise Donnery\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Louise Donnery\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Clio\u2019s Updated Client Accounting Features | Clio UK","description":"The SRA's rules require matter-level accounting. Learn how Clio's updated client accounting features make matter-level compliance simple and easy.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/","og_locale":"en_GB","og_type":"article","og_title":"Stay SRA-Compliant with Ease: Clio\u2019s Updated Client Accounting Tools","og_description":"The SRA's rules require matter-level accounting. Learn how Clio's updated client accounting features make matter-level compliance simple and easy.","og_url":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/","og_site_name":"Clio UK","article_published_time":"2025-10-02T15:29:31+00:00","og_image":[{"width":789,"height":441,"url":"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/10\/Screenshot-2025-10-02-at-16.25.11.png","type":"image\/png"}],"author":"Louise Donnery","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Louise Donnery","Estimated reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/","url":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/","name":"Clio\u2019s Updated Client Accounting Features | Clio UK","isPartOf":{"@id":"https:\/\/marketing.dev.clio.systems\/uk\/#website"},"primaryImageOfPage":{"@id":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/#primaryimage"},"image":{"@id":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/#primaryimage"},"thumbnailUrl":"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/10\/Screenshot-2025-10-02-at-16.25.11.png","datePublished":"2025-10-02T15:29:31+00:00","author":{"@id":"https:\/\/marketing.dev.clio.systems\/uk\/#\/schema\/person\/fe8564952063e8eff55c9e44942ef8c2"},"description":"The SRA's rules require matter-level accounting. Learn how Clio's updated client accounting features make matter-level compliance simple and easy.","breadcrumb":{"@id":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/#primaryimage","url":"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/10\/Screenshot-2025-10-02-at-16.25.11.png","contentUrl":"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2025\/10\/Screenshot-2025-10-02-at-16.25.11.png","width":789,"height":441,"caption":"Client accounting"},{"@type":"BreadcrumbList","@id":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-features\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/marketing.dev.clio.systems\/uk\/"},{"@type":"ListItem","position":2,"name":"Stay SRA-Compliant with Ease: Clio\u2019s Updated Client Accounting Tools"}]},{"@type":"WebSite","@id":"https:\/\/marketing.dev.clio.systems\/uk\/#website","url":"https:\/\/marketing.dev.clio.systems\/uk\/","name":"Clio UK","description":"Your trusted resource for the latest ideas on running a more efficient, profitable law firm.","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/marketing.dev.clio.systems\/uk\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Person","@id":"https:\/\/marketing.dev.clio.systems\/uk\/#\/schema\/person\/fe8564952063e8eff55c9e44942ef8c2","name":"Louise Donnery","description":"Louise Donnery is Blog Editor for Clio EMEA and has over a decade of experience in the content industry. She specialises in SaaS content and is passionate about educating people on the use of legal technology and it's role in increasing access to justice. Her content has featured in the Law Society of England and Wales, where she writes about all things legal tech, from legal trends to the value on online payments software for law firms.","url":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/author\/louisedonnery\/"}]}},"_links":{"self":[{"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/posts\/14113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/users\/178"}],"replies":[{"embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/comments?post=14113"}],"version-history":[{"count":0,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/posts\/14113\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/media\/14114"}],"wp:attachment":[{"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/media?parent=14113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/categories?post=14113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/tags?post=14113"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/marketing.dev.clio.systems\/uk\/wp-json\/wp\/v2\/coauthors?post=14113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}