Objective:

• Use Clio for office management in addition to practice management

Environment:

• Clio Manage

Additional Information:

Clio is not intended to be a full ledger accounting software. The following steps provide a workaround for how this can be done.

Answer:

Create a Contact and a Matter and use these to track Office Expenses/Accounts Payable.

1. Create the office as a Contact in Clio
2. Add a Matter linked to the office Contact
3. Mark the Matter as non-billable
4. Enter Expenses for the office overhead costs or accounts payable
5. Optionally, upload the invoices for the accounts payable to the Matter's Documents