Clio Certified Consultants
Del Val Bookkeeping uses Clio software which is specifically designed for law firm management and gives you and your support team the details of your firm at a glance. With one click, you can view your matters securely from any mobile device. Quickly generate bills and track your payments, while keeping all of your client contact information and matter documentation in one central location.
At Del Val Bookkeeping, we work with a lot of lawyers, helping them to improve the back-end efficiency of their firms while they build their practices. We endorse Clio and are certified in the system to keep your bills, operating accounts and transactions seamlessly connected to QuickBooks.
That means you enjoy a streamlined data collection process that frees up your mental energy. Focus solely on the legal matters of your clients while we take care of all the behind the scenes work.
Benefits of Clio
MANAGE YOUR CASES WITH EASE
Clio helps you organize your entire firm: structure workflows with dynamic tasks, schedule meetings, and share documents with your clients. Operating quickly and efficiently is easy when everything's accessible in one place.
GET PAID FASTER
Track each moment spent on a case, create professionally designed bills in minutes, and take command of your firm's finances. Clio integrates with accounting software like QuickBooks Online and Xero to streamline your billing and accounting processes.
COMPLETE ACCESS. FROM ANY DEVICE, ANYWHERE.
Access Clio's full suite of features from your desktop, tablet, or mobile. Whether you use PC, Mac, iOS, or Android, Clio gives you peace of mind with bank-grade encryption and rigorous daily security audits.
CLIO'S TURN-KEY SOLUTION ALSO INCLUDES:
No downloads, upgrades, or specialized hardware required. World-class
Support via aphone call, email, or chat message.
Seamlessly integrate Clio with hundreds of leading web apps.
Reporting and Dashboards
Instant insight into your firm's performance.
A Secure Client Portal
Conveniently share documents, bills, and messages with clients.