Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Why Do I Need to Create a Ledger/Account in Clio?


  • Resolve an issue with recording Bill Payments in Clio
  • Understand the rationale for a Clio requirement in the billing workflow


  • Clio Web App

Additional Information:


  • Clio requires a place in the database to record information on funds received as fees earned, which then affects various reports and balances in Clio
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