Save Time

Stay Compliant

Sync all activity from Clio to TrustBooks to avoid double entry and get the peace of mind you need for your trust account

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An Integration

That Works!

The TrustBooks integration with Clio is a total game-changer. Accounting that took me hours each month is now cut in half. I love how seamlessly TrustBooks works with Clio.

Stacey Hill h.e. Business Solutions, LLC

Save time

  • Avoid double entry. Trust activity automatically syncs from Clio to TrustBooks

  • Simple and easy to perform reconciliations

  • Print payments entered in Clio directly from TrustBooks

Stay compliant

  • Automatically generate Three-Way Reconciliations

  • Generate trust specific month-end reports

  • Built specifically for a lawyer’s trust account

4 Hours to 4 Minutes

with TrustBooks

I went from spending 4 hours every month combing through and balancing spreadsheets, trust ledgers, checks, and bank statements to just 4 minutes a month using TrustBooks.

Jeremy Danilson Danilson Law, PLLC

View the software that is simplifying the way
law firms do legal accounting.

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