{"id":6210,"date":"2017-01-24T14:00:38","date_gmt":"2017-01-24T14:00:38","guid":{"rendered":"https:\/\/www.clio.com\/uk\/?post_type=blog-post&p=6210"},"modified":"2022-11-04T18:08:06","modified_gmt":"2022-11-04T18:08:06","slug":"client-accounting-enhance-efficiency-automate-compliance","status":"publish","type":"post","link":"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-enhance-efficiency-automate-compliance\/","title":{"rendered":"Client Accounting: Enhance Your Efficiency and Automate Your Compliance"},"content":{"rendered":"

A client fund request asks a client to deposit funds in trust before you start working on a case or matter. The funds for future legal services or future disbursements that have not yet been billed to the client need to be deposited immediately into a client\u00a0account. Sounds simple, right? Unfortunately, client\u00a0accounting<\/a> mistakes can lead to ethics violations and even disbarment. <\/span><\/p>\n

You need trustworthy software that\u2019s part of your secure practice management operations. Trust Clio \u2014 the world\u2019s leading cloud-based, legal practice management software \u2014 to optimise your workflow and automate how you send and receive client\u00a0payments<\/a>. <\/span><\/p>\n

Client\u00a0billing and collections are better when managed with Clio.<\/p>\n

Enhance your efficiency.<\/span><\/h3>\n

Client fund\u00a0requests are time-consuming and can be finicky to complete. They take valuable time out of your day, yet without them, you shouldn\u2019t \u00a0start work. In addition, failure to manage these funds accurately can lead to ethical issues of non-compliance with your local trust accounting rules. <\/span><\/p>\n

With Clio\u2019s new functionality, that securely handles client fund\u00a0requests, users can effortlessly automate this cumbersome process and dramatically reduce potential entry and collection errors. Client\u00a0payment requests are sent directly from Clio. Users are able to create new requests inside a matter or directly at the client level.<\/p>\n

Automatic Compliance.<\/span><\/h3>\n

Client account\u00a0reporting has never been easier. With Clio, you can not only eliminate the manual entry of the transactions, but also simply filter, search, and identify your trust accounts. Clio\u2019s built-in client account ledgers track deposits and disbursements to create on-demand reports to keep your accounts accurate. All good things when you\u2019re looking to keep your firm compliant and protect your client\u2019s information. <\/span><\/p>\n

We\u2019re ecstatic to finally announce this exciting new feature. For detailed instructions on how to use Client Fund\u00a0Requests in Clio, please<\/span> read the\u00a0article<\/span>\u00a0on our Support site<\/a>.\u00a0This includes details on how to localise “Trust Requests” to “Client Fund Requests”.\u00a0<\/span><\/p>\n

If you\u2019re looking for a client\u00a0accounting solution, then look no further than Clio.<\/p>\n","protected":false},"excerpt":{"rendered":"

Eliminate manual work and optimise how you receive client payments. Clio’s client accounting feature will save you time and simplify your bookkeeping.<\/p>\n","protected":false},"author":24,"featured_media":6212,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7,29],"tags":[26,27,28,30],"coauthors":[31],"class_list":["post-6210","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clio","category-accounting","tag-client-accounting","tag-client-fund-accounting","tag-client-fund-requests","tag-legal-accounting"],"acf":[],"yoast_head":"\nClient Accounting: Enhance Your Efficiency and Automate Your Compliance | Clio<\/title>\n<meta name=\"description\" content=\"Eliminate manual work and optimise how you receive client payments. Clio's client accounting feature will save you time and simplify your bookkeeping.\" \/>\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-enhance-efficiency-automate-compliance\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Accounting: Enhance Your Efficiency and Automate Your Compliance\" \/>\n<meta property=\"og:description\" content=\"Eliminate manual work and optimise how you receive client payments. Clio's client accounting feature will save you time and simplify your bookkeeping.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/marketing.dev.clio.systems\/uk\/blog\/client-accounting-enhance-efficiency-automate-compliance\/\" \/>\n<meta property=\"og:site_name\" content=\"Clio UK\" \/>\n<meta property=\"article:published_time\" content=\"2017-01-24T14:00:38+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-04T18:08:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/marketing.dev.clio.systems\/uk\/wp-content\/uploads\/sites\/3\/2017\/01\/Trust-Accounting-01.png\" \/>\n\t<meta property=\"og:image:width\" content=\"720\" \/>\n\t<meta property=\"og:image:height\" content=\"300\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Teresa Matich\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@teresamatich\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Teresa Matich\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Client Accounting: Enhance Your Efficiency and Automate Your Compliance | Clio","description":"Eliminate manual work and optimise how you receive client payments. 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Reisman Spotlight: Community Impact & Community Champion ALPS In Brief Podcast. Where Legal Tech is Heading Featured articles JSTOR. Can You Hear Me Now? 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