Matters, client trust ledgers and three-way reconciliation, built the way provincial law societies actually require. The depth firms buy Clio for, in the same system as the firm's own books.
Client money never touches firm money. Nummo enforces the separation at the ledger level rather than trusting anyone to remember which account they're in.
Trust bank, trust ledger control and the sum of client balances, agreed and dated. The reconciliation a law society asks to see.
Retainers in, disbursements out, fees billed against the balance — per matter, per client, with a running balance you can show anyone.
Log time against a matter, bill it against the retainer, and watch the trust balance move — without a second system or a monthly export.
Client, matter, and the trust account it draws on.
Time, disbursements and retainers all book against that matter.
Three-way reconciliation, dated and kept, ready for a spot audit.
Firms get caught out by missing reconciliations and unclear client ledgers far more often than by anything deliberate. Both are a software problem.
See it on your own booksFree data migration from QuickBooks or Xero — and the price you see is the price you pay.
Tell us where your books live today and we'll show you exactly what switching looks like — usually a single call and a file.