Legal professionals and bookkeepers can now benefit from the two leading legal cloud-based providers to accurately and efficiently manage client and firm financial records.
Clio , the world’s first and leading creator of cloud-based legal practice management software, announces a new integration with Klyant, a powerful cloud-based accounting software for law firms. Clio is the only practice management platform to partner with Klyant giving legal professionals and bookkeepers the ability to easily reconcile bank accounts, print cheques, access financial and matter ledger reporting, and ensure their firm meets
regulatory requirements in the U.K. and Ireland.
Klyant is the only standalone legal accounting system truly designed for the cloud that that enables simple compliance with SRA Accounts Rules, making this integration unique.
“We are excited to be the first and only legal practice management platform to partner with Klyant. With this integration, legal professionals can confidently manage their accounting through an SRA compliant accounting platform,” said Jack Newton, CEO and Co-founder of Clio. “Klyant makes staying on top of firm financials efficient and effective.”
With one click in the Klyant platform, customers can sync any new relevant data from Clio to Klyant. Bookkeepers are able to review and change any migrated transactions directly from the Clio transaction log in Klyant, a unique feature designed specifically for Clio and Klyant. Any updates made in either platform can be viewed in one Klyant review screen, dramatically improving bookkeeping efficiency.
With this integration, lawyers can provide bookkeepers with all the financial information they need while maintaining the privacy of their clients’ personal information. Legal bookkeepers can easily access client matter ledger cards and seamlessly sync clients, matters, invoices, and transactions from Clio, right from the Klyant platform. The powerful configuration settings means that customers can select which financial data to sync, giving them full control over what information is shared.
“We are delighted to partner with Clio and are very excited about the powerful functionality this fully integrated solution delivers to firms,” said John Gilmartin, CEO of Klyant. “Clio has set the pace for next generation legal technology companies, and we look forward to continuing our work with their incredible team.”
Clio customers with a Klyant account can choose to sync all available data types or a select few, including:
● Client name and primary contact details
● Matter name
● Matter/practice type
● Trust/client account transactions
● Approved bills
● Invoice payments
Legal professionals can learn more about the benefits of Clio and Klyant’s integration at clio.com/uk/clio-klyant-integration .
You can read more blogs on Clio’s own website .