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Accounting

Technology Innovators Partner to Create Integrated Accounting & Legal Practice Management Sysytem

Xero, developer of online accounting software, and Clio, provider of cloud-based legal management tools, recently partnered to provide streamlined services for lawyers.

Xero, developer of online accounting software, and Clio, provider of cloud-based legal management tools, recently partnered to provide streamlined services for lawyers. By seamlessly integrating their accounting and legal practice management software within the cloud, Xero and Clio deliver an automated, easy-to-use and affordable platform that helps lawyers and law firms focus on their core competencies: client work, growth and profitability.

“With their new relationship, Xero and Clio bring two of our essential technologies together, effortlessly, enabling us to focus on what matters the most: our clients,” said Josh Schiffer, co-founder of ChancoSchiffer P.C., a three partner full service Criminal Defense and Personal Injury Firm in Atlanta, GA. “Xero and Clio products are extraordinarily easy-to-use and my administrative headaches have evaporated. Now, I focus on working with my clients rather than worrying about my finances and chasing down bills.”

Both products were built in the cloud which makes the integration between Xero and Clio seamless, secure and accessible from anywhere around the world. It will also significantly reduce or eliminate the manual processes for managing administrative tasks, such as importing and exporting paperwork, billing data and client information. Law firms can now manage their entire legal practice with Clio’s software and generate, send and follow up on billing and sales invoices using Xero.

“As an industry leader that recognizes the benefits of cloud computing, Clio is a natural addition to our ever-growing partner ecosystem,” said Jamie Sutherland, President, Xero U.S. “Xero’s powerful online accounting engine, dovetailed with Clio’s efficient legal management online platform, creates a system that is smart, affordable and easy-to-use, delivering exactly what small businesses and law firms need in terms of financial planning so they can focus on growth and profitability.”

Xero and Clio will unveil the new integration at Xerocon on September 4 and the Clio Cloud Conference.

“I’ve never met a lawyer who said, ‘I love the administrative part of my work!’ so our goal is to continue to find ways to help our customers with this aspect of their business. The Xero partnership is another step towards this goal,” said Jack Newton, Founder and CEO, Clio. “Xero and Clio make it easier for any individual lawyer or small firm to efficiently and affordably manage their practice management and financial information.”