Friends Don't Let Friends
Implement Alone
No business rolls out SAP between month-ends. Your firm's financial stack — Clio, QuickBooks Online and XTND — is three systems that have to agree about the same clients, matters and money. Larger firms shouldn't stand that up alone, around a full billing month. We implement it.
Talk to an implementation leadWhat This Looks Like Everywhere Else
When a business puts in SAP or Dynamics, it gets a program: a scoping phase, a data migration plan, an integration design, a test cycle, a cutover and change management — run by people who have done it before. Not because the software is bad, but because it is the financial backbone of the business, and getting it wrong is expensive in ways that take years to unwind.
A law firm's stack is the same problem at a different scale. Clio holds your matters and your time. QuickBooks Online holds your books. XTND runs the billing, trust and recovery operations across both. Three systems, one set of numbers — and they have to agree from the first day they are live.
Firms are still routinely expected to stand that up themselves, on top of billing a full month. It usually works, in the sense that it turns on. Then the numbers quietly disagree, and someone spends the next two years reconciling by hand.
Three Systems, One Set of Numbers
Each is a project on its own. Together they are an integration problem — and that is where firms lose months.
Clio
Practice management
Matters, time, contacts and calendaring — the system of record for the work the firm does.
QuickBooks Online
The firm's books
Chart of accounts, reconciliation and financial reporting — where the firm's money is ultimately accounted for.
XTND
Revenue operations
Billing, evergreen trust, guideline compliance and recovery — the operations that run across both of the above.
Enterprise Scale, on Clio and QuickBooks
Firms from mid-size up to 400+ rarely need a different accounting platform to operate at scale — they need the gaps closed. We implement Clio and QuickBooks Online properly, then fill what those two don't reach at that size: evergreen trust, pre-bill review, guideline compliance, hard costs and collections.
Start a ConversationAlready committed to a different finance platform? That's a different conversation.
Best-in-Class Practice Management + Finance
A practical guide for firm leaders evaluating best-in-class platforms — and the integration layer that makes the strategy sustainable.
Written for Firm leadership and operations
- Objective criteria for comparing practice management platforms
- Aligning technology selection with firm strategy and growth
- TCO beyond licensing — implementation, training and support
- Change management that drives firm-wide adoption
- The integration layer a best-in-class strategy depends on
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The Same Discipline, Applied to Your Firm
The phases an enterprise would insist on before touching its financial backbone — scoping, migration, integration, cutover — run against the stack your firm bills from.
Scoping & Design
Before anything is configured, we map how the firm actually bills — across all three systems at once. Most of the expensive decisions are made here, not at go-live.
- Workflow mapping across Clio, QuickBooks Online & XTND
- Chart of accounts & trust structure design
- Billing rules, rate structures & approval chains
- Stakeholder alignment on who owns what
Financial Data Migration
The part firms underestimate. Trust balances, AR aging, WIP and transaction history have to arrive intact and reconciled — not approximately right.
- Chart of accounts & transaction history conversion
- Trust balances, AR aging & WIP carried across
- Document & matter file migration with metadata intact
- Cleansing and validation before anything is imported
Configuration & Integration
Three systems, one set of numbers. Configuration is the easy half; making Clio, QuickBooks Online and XTND agree with each other is the work.
- Matter types, templates & practice-area configuration
- LEDES, e-billing & carrier requirements
- Roles, permissions & separation of duties
- Clio ↔ QuickBooks Online ↔ XTND sync
Cutover, Training & Support
A go-live nobody dreads. We run the parallel period, reconcile both sides, train the people who have to live in it, and stay on afterwards.
- Parallel run & reconciliation before cutover
- Firm-wide training and change management
- Periodic health checks post go-live
- Scaling guidance as the firm grows
We've Done This at Enterprise Scale
Most Clio consultants know the software. We know the business of law. We have moved firms onto Clio from PerfectLaw, Tabs3, Filevine, ProLaw, Centerbase, Amicus and TrialWorks — matters, time entries, trust ledgers, WIP and AR aging carried across intact and reconciled, not approximately right. Behind that sits two decades of tier-one enterprise implementations (SAP, Oracle EBS, Microsoft Dynamics) for some of the largest companies in the world, which is why a migration here runs as a program rather than a data dump.
We've moved firms off multiple legacy systems onto Clio and owned every part of it: data cleansing, finance record cleanup, data migration, production rollout, back-office training, and hypercare once you're live.
We bring that same discipline to the stack your firm actually bills from, and guide your team through the whole process — so those systems agree with each other from the day they go live.
Get StartedWho You’ll Work With
An implementation team, not a single consultant with a checklist.
- Project managers with legal technology experience
- Financial experts specialized in legal accounting
- Change management consultants for firm-wide adoption
- Technical migration engineers for extraction & transformation
- QA & reconciliation specialists for post-migration validation
Planning a Rollout?
Whether you're moving to Clio, adding XTND on top of a stack you already run, or untangling systems that stopped agreeing a while ago — start with a conversation about what you're actually working with.