Easy Cost Importer
Automatically syncs Hard Costs entered in Clio to QBO and updates QBO when Hard Costs are marked as paid in Clio.
Split Billing
Auto-calculates split billing amounts for multiple clients that are sharing billing responsibility for a matter.
Tax Calculation
Auto-applies the appropriate tax percentage when a bill is created.
LEDES Billing²
Automatically deliver a custom LEDES bill when bills are approved or modified in Clio.
Trust Request
Automatically creates Trust Requests in Clio when a trust balance is below the minimum threshold.
Global Text Snippets
Synchronized text snippets across all Clio users to ensure consistent data input.
Advanced Conflict Checks
Spring offers the ability to perform Universal Conflict Checks across the Clio platform.
Test Page
Easy Cost Importer
Automatically syncs Hard Costs entered in Clio to QBO and updates QBO when Hard Costs are marked as paid in Clio.
Split Billing
Auto-calculates split billing amounts for multiple clients that are sharing billing responsibility for a matter.
Tax Calculation
Auto-applies the appropriate tax percentage when a bill is created.
LEDES Billing
Automatically deliver a custom LEDES bill when bills are approved or modified in Clio.
Trust Request
Automatically creates Trust Requests in Clio when a trust balance is below the minimum threshold.
Global Text Snippets
Synchronized text snippets across all Clio users to ensure consistent data input.
Advanced Conflict Checks
Spring offers the ability to perform Universal Conflict Checks across the Clio platform.
Originating Attorney
Summary report that captures monthly and YTD WIP, billed, collections, and write-offs by originating attorney.
Timekeeper Productivity
Summary report by timekeeper of daily billable and non-billable hours.
Matter Balances
Summary report of matter balances of WIP, draft, outstanding, and past due.
Trust Balances
Summary report by matter or client of trust balances.
KPI Summary
Summary report of KPI’s for your firm.
Other Custom Reports
Contact the Spring sales team for an assessment of your reporting needs.
Fee Allocation
Support for multiple originating attorneys and fee allocation calculations.
Custom Reports
Reports
Payment Products Offered
Virtual Cards
Checks
ACH
Wire