Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - Is Clio Compliant with British Columbia Rules for Trust Accounting

Objective:

  • Can Clio Do Trust Accounting in BC
  • How to Do Trust Accounting for BC in Clio

Environment:

  • Clio's Web App

Additional InformationClio has worked closely with the Alberta Law Society to build custom tools for users in their Society. Clio can definitely be configured to meet ALS requirements as well. We have a Report for ALS Users that you can find out more about here.

Answer:

  • Clio can be configured to meet BCLS requirements. We shouldn’t provide legal/regulatory advice, but we have clients that in BC that use our Trust Ledger Report and QuickBooks to meet BC Trust requirements
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality