Clio to Announce Integration with Document Management and Accounting Platforms

At ABA Techshow tomorrow, the cloud-based practice management platform Clio will announced integrations with two cloud-based third-party platforms: NetDocuments, for document management and sharing, and Xero, for accounting and banking.

According to Clio’s announcement, the NetDocuments integration will enable Clio users to:

  • Upload documents to NetDocuments and associate them with Matters in Clio.
  • Create, open and save documents directly to NetDocuments and Clio from within Word, Excel, PowerPoint and Outlook.
  • Take advantage of NetDocuments’ powerful full-text searching of documents;
  • Get optional on-premise document backup with NetDocument’s Local Document Service

Xero provides a sophisticated accounting platform that is suitable for both small and midsized law firms, Clio’s announcement says. It includes real-time financial reporting, payroll, bank reconciliation, invoicing, expense claim management, check writing and accounts payable.

Clio’s integration with Xero will allow users to automatically synchronize key client and financial data between the two platforms. Bills generated within Clio, along with payments of those bills, will be automatically synchronized with Xero. Communication between the two platforms eliminates duplicate data entry.

Both the NetDocuments integration and the Xero integration are being released initially as a beta with a general availability release anticipated in May 2013. Clio users interested in participating in either beta may request access via support@goclio.com.