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

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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