Clio
Practice management and built-in accounting in one product, for firms that want one login and simple books.
- Clio Manage
- Clio Accounting
- Clio Payments
Clio partner · QuickBooks Online partnerClio, sized
Clio, sized
to your firm.
Buy Clio and QuickBooks Online through XTND, a partner of both. Solo practices run Clio on its own. Growing firms connect it to QuickBooks Online. Mid-market firms add XTND for billing, trust and collections. Every setup starts with how your firm bills.
- Clio partner
- QuickBooks Online partner
- 10 years with Clio firms
- Solo practices to 400+ users
Get a Clio quote
Tell us about your firm. We’ll recommend the right setup and size the licenses. About 30 minutes.
Find your fit
Three setups, by firm size
Buy what your firm needs today. Each setup grows into the next, so you never start over.
Clio + QuickBooks Online
For firms with a bookkeeper or outside accountant who need full books, payroll and reporting connected to Clio.
- Clio Manage
- Clio Payments
- QuickBooks Online, connected to Clio
- XTND, when billing or trust calls for it (optional)
Clio + QuickBooks Online + XTND
For firms where volume, billing guidelines and trust make the back office the bottleneck. One stack, one quote.
- Clio Manage and Grow
- QuickBooks Online, connected to Clio
- XTND Willow for pre-bill and invoice review
- XTND Juniper for trust and replenishment
18%
Of billable work never becomes cash
Firms invoice 88% of the work they capture, then collect 93% of that. Of 3.0 billable hours a day, only 2.4 are ever paid.
Clio Legal Trends, 2025
As your firm grows
Clio is the platform. XTND makes it pay.
Clio runs matters and time. As firms grow, revenue slips in the back office: pre-bill, invoicing, trust and reconciliation. XTND is the software built for that gap, and buying Clio alongside it means the whole stack is set up to fit.
Three systems, one purchase
Clio, QuickBooks Online and XTND priced and rolled out together, instead of three vendors on three timelines.
Set up for how you bill
Rates, billing rules, pre-bill review and invoice delivery match your firm from the start, not left at defaults.
Trust that ties out
Trust balances in Clio, QuickBooks Online and XTND reconcile to each other, every month.
Included with the stack
We configure and tune Clio, QuickBooks Online and XTND to run as one system. It’s part of buying the stack.
Where XTND comes from
Ten years inside complex firms
Our team spent a decade getting law firms with demanding billing, collections and integrations running on Clio. XTND is built from what those firms kept needing, and the same experience goes into setting up your stack.
- Years working with Clio firms
- 10 yrs
- Working with Clio firms
- Largest firms supported
- 400+
- Users at the largest firms we support
- Insurance defenseCarrier billing guidelines, LEDES and e-billing, rate approvals and appeals
- Complex litigationHigh-volume time entry, multi-timekeeper pre-bill, cost tracking
- EstateTrust accounting and long-running matters with many parties
- TaxFlat, hybrid and engagement-based fees alongside hourly work
- EmploymentMixed contingency and hourly matters, split billing
- Family lawRetainers, evergreen trust replenishment and collections
Firms have moved to Clio from PerfectLaw, Tabs3, Filevine, ProLaw, Centerbase, Amicus and TrialWorks.
What’s in the stack
Clio licenses, with XTND when you need it
- Clio ManageMatters, time, billing and trust in one place
- Clio AccountingBuilt-in accounting for solo and small firms
- Clio GrowIntake, CRM and e-signature
- Clio PaymentsOnline payments tied to invoices
- QuickBooks OnlineThe firm’s books, connected to Clio and XTND
Who it’s for
Three starting points
Moving off a legacy system
Switch to Clio with a data plan and a cutover plan from a team that has moved complex firms before.
Already on Clio, still leaking revenue
Keep your licenses and add XTND to close the gap between work done and cash collected.
New to practice management
Start clean on Clio with billing and trust set up correctly the first time.
How it works
From first call to go-live
- Step 1
See Clio
A 30-minute walkthrough shaped around how your firm bills and handles trust, with XTND included if your firm’s size calls for it.
- Step 2
Get one quote
Clio licenses sized to your firm, with QuickBooks Online and XTND added only where they fit.
- Step 3
Go live
We set up what you bought to work together and set the go-live date from an agreed data review.
Questions
Before you ask
Do I have to buy XTND to buy Clio through you?
No. Many solo and small firms buy Clio on its own or with QuickBooks Online. We recommend XTND when billing, trust or collections volume calls for it.
Should we use Clio Accounting or QuickBooks Online?
Clio Accounting suits solo and small firms that want everything in one product. Firms with a bookkeeper, payroll or more complex reporting usually do better on QuickBooks Online. We’ll recommend one on the call.
Can I keep my existing Clio account?
Yes. If you’re already on Clio, you can move your licenses to XTND and add XTND without starting over.
What if we need a large migration or a firm-wide rollout?
We scope it with you up front. For larger migrations we bring in implementation specialists we’ve worked with for years, and we stay responsible for how Clio, QuickBooks Online and XTND fit together.
How long does onboarding take?
It depends on your data and billing rules. We agree a data review first and set the go-live date from what it finds.
What if we already use QuickBooks Online?
We’re a QuickBooks Online partner too. We connect it to Clio so billing, trust and the books stay in step. If you don’t use it yet, we can include it on your quote.
White Paper
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
Get the white paper
Enter your details and we'll send it straight to your inbox.
Get paid for the work you’ve already done.
See Clio set up for the way your firm bills, at the size your firm is today. Email sales@xtnd.legal or request a quote.