Clio Manage is the world's leading cloud-based legal practice management software that makes running your firm, organising cases, and collaborating with clients from one place possible.
Clio Manage + Klyant benefits law firms by helping you:
- Bill clients and file expense claims at anytime, from anywhere.
- Produce customised invoices – including automated reminders
- Ensure simple compliance with client money regulations
- Make better decisions with real-time, flexible financial reporting and easy-to-use dashboards.
- Manage disbursements with ease and ensure you never forget to include them on bills
- Boost workflow with 500+ apps to manage document storage, generate reports, track time and more.
Clio + Klyant
Enjoy peace of mind with Klyant’s Clio integration. Categorise, connect and manage your firm’s financial information with ease. Sync invoices with precision into the rest of your firm’s financial activity. No manual data entry, post-sync editing or workarounds required. Supply accurate and up-to-date financial reports to regulatory bodies and remain compliant, with ease.
Client disbursements happen all the time. Now when a client accrues a disbursement all you have to do is create the expense in Clio, and it will be reflected in Klyant
Instructions for getting started with Klyant’s Clio integration are outlined here: https://support.clio.com/hc/en-us/articles/360000168054