Objective:

• What does TrustBooks do?
• What can the TrustBooks and Clio integration do?
• What is TrustBooks?

Environment:

• Clio Web App
• TrustBooks

Additional Information:

For more information about the TrustBooks integration, click here.

For detailed instructions on how to connect Clio to TrustBooks, click here

Answer:

TrustBooks is cloud-based software that helps attorneys easily manage their trust account and stay compliant with their state bar. TrustBooks makes trust accounting drop-dead simple.

• Three-way reconciliations 
• Client trust ledgers 
• Reports that meet state bar requirements for compliance
• History of all reconciliations 
• Simple workflows designed for the non-accountant