Global News
Enabling Simple Compliance with SRA Accounts Rules
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 Gilamartin, 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:
Legal professionals can learn more about the benefits of Clio and Klyant’s integration here.
Founded in 2007 and headquartered in Vancouver, Canada, Clio was produced with the cooperation and advice of Bar Associations and Law Societies with the goal of creating an easy-to-use, intuitive, web-based practice management system. Clio's core functionality delivers the tools small- to mid-sized firms need to run their practice: calendaring, time tracking, note-taking, document management, trust accounting, managing retainers, and billing.
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