- Use Clio for office management in addition to practice management
- Clio Manage
Clio is not intended to be a full ledger accounting software. The following steps provide a workaround for how this can be done.
Create a Contact and a Matter and use these to track Office Expenses/Accounts Payable.
- Create the office as a Contact in Clio
- Add a Matter linked to the office Contact
- Mark the Matter as non-billable
- Enter Expenses for the office overhead costs or accounts payable
- Optionally, upload the invoices for the accounts payable to the Matter's Documents