List of Clio Accounting Customers
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Since 2010, our global team of researchers has been studying Clio Accounting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clio Accounting for ERP Financial from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clio Accounting for ERP Financial include: King Law, a United States based Professional Services organisation with 134 employees and revenues of $15.0 million, Law Offices Of Kristen A. Schneck, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Clio Accounting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Clio Accounting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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King Law | Professional Services | 134 | $15M | United States | Clio Software | Clio Accounting | ERP Financial | 2019 | n/a |
In 2019, King Law implemented Clio Accounting to streamline billing, trust accounting, and payments across its North Carolina and South Carolina offices. The deployment is categorized as ERP Financial and centers on finance and billing operations within the United States, supporting centralized trust-account management for multiple office locations.
The implementation focused on Clio Accounting modules for billing automation, trust ledger management, invoice generation, and payment processing, with configuration to support firm-level trust account controls and recurring billing workflows. Automation reduced manual invoice preparation and standardized billing formats across offices, enabling finance staff to move from ad hoc spreadsheets to systemized accounting records.
King Law integrated Clio Accounting with QuickBooks to synchronize general ledger and payment reconciliation data, maintaining accounting continuity between matter-level ledgers and firm financials. Operational coverage included finance and billing teams across North Carolina and South Carolina, with the integration supporting accounts receivable workflows and collections processes.
Governance changes during rollout included adoption of consistent billing procedures and centralized trust-account oversight, implemented in phases across the firm to consolidate processes. Outcomes reported by the firm include cutting weekly billing time from a full day to about four hours and improving collections, reflecting faster invoice cycle times and tighter trust accounting controls.
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Law Offices Of Kristen A. Schneck | Professional Services | 10 | $1M | United States | Clio Software | Clio Accounting | ERP Financial | 2019 | n/a |
In 2019, Law Offices Of Kristen A. Schneck implemented Clio Accounting as part of a Clio suite deployment to support the launch of a new immigration practice in Pittsburgh. The deployment targeted client intake and finance billing workflows within the United States, centralizing invoicing and online payments under Clio Accounting, an ERP Financial application.
The implementation configured Clio Accounting and Clio Payments capabilities to handle client billing, trust accounting controls, invoice generation, payment processing and bookkeeping handoffs. Client records were migrated into the Clio environment during the rollout, and a named integration with QuickBooks was used to synchronize accounting records and support ongoing bookkeeping reconciliation.
Operational coverage focused on the firm’s U.S. practice and the new Pittsburgh office, consolidating intake and finance functions across staff workflows. Governance changes included establishing centralized billing procedures and staff training to streamline administrative tasks. According to the cited case study the firm retained 99% of its clients while reducing administrative time through streamlined invoicing and online payments.
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