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Is Clio Compliant With the Solicitors Account Rules for England and Wales?

Objective:

  • SAR Compliant in the UK
  • SAR Accounts Rules 2011 and the SAR Guidelines – Accounting Procedures and Systems

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes, Clio provides all the required information you need to be compliant under the SAR.

Clio's ability to add multiple accounts, assign funds to each account and client files, and track funds transferred between these accounts, should make it easy for Solicitors to manage their clients' money and clients' accounts.

This will help you create and populate client ledgers, track bills, and retain your records for the necessary six years.

That being said, Clio will provide the information necessary to complete, but will not automatically do the following reports required by the SAR:

  • Your five-week reconciliation
  • Your annual Accountant's Report
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