How It Fits
Clio runs the front office.XTND runs the back office.QuickBooks keeps the books.
Front of House
- Matter & contact management
- Time entry & bill generation
- Trust accounting
- Client communications
The Back-Office Engine
- AI invoice review & guideline validation
- LEDES generation & e-billing
- Evergreen trust replenishment
- Vendor portal & payment processing
- Collections & appeals management
- Unified reporting across all three systems

Accounting
- Bookkeeping & reconciliation
- Vendor payment processing
- Firm expenses & payroll
- A/R aging
Bidirectional data sync across all three systems. XTND is the workflow layer neither Clio nor QuickBooks provides.