Clio Integration

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Run your law practice in Clio?

Clio invoices and bills, paid in one place.

Connect Clio to ZIL MONEY, bring your invoices and records across without re-keying, and pay the bills your practice owes.

  • Bring Clio records across
  • Pay vendors and contractors
  • Follow each bill to Paid
AICPA SOC 1AICPA SOC 2PCI DSS CertifiedISO 27001 CertifiedISO 9001 CertifiedISO 20000 CertifiedNIST SP 800-53A Revision 5HIPAA CompliantCCPAGDPR

Two things your practice needs.

Records in, payments out.

Invoice importBring invoices and records across from Clio.
Vendors and contractorsPay the people your practice works with.

From a Clio record to a paid bill.

Bring it in. Pay the vendor. Watch the status.

Bring records in

Invoices and records come across from Clio.

Follow the bill

Each bill moves from Unpaid to Paid.

Pay your way

ACH, wire, or virtual card.

Tag the matter

Use the memo to note the client or matter.

MemoMatterDue date

Keep your books in sync

Works with QuickBooks, Xero, Zoho, and other accounting tools.

Works with the tools you already use.

Connect your accounting tools and more. See all integrations

QuickBooks OnlineQuickBooks DesktopXeroZoho BooksFreshBooksSage Business Cloud AccountingOracle NetSuiteMicrosoft Dynamics 365WaveBill.comOdooSalesforceHubSpotZapierSlack

Fewer keystrokes between the practice and the payment.

Here is what slows most small businesses down, and how ZIL MONEY fixes it.

I re-key the same record twice.

Connect Clio. Bring invoices and records across from Clio.

I pay experts and vendors case by case.

Pick a method each time. ACH, wire, or virtual card.

I lose track of what is open.

Read the status. Each bill shows Unpaid or Paid.

I need to tie a bill to a matter.

Write a memo. The memo stays with the bill.

My books need the payment too.

Sync them. ZIL MONEY works with QuickBooks, Xero, and Zoho.

I am not always at my desk.

Use your phone or tablet. Do it from anywhere.

Four steps from Clio to paid.

Connect once. Pay when it is due.

1

Connect Clio

Link your account to bring records across.

2

Open the bill

See the vendor, the dates, and the amount.

3

Pick a method

Choose ACH, wire, or virtual card.

4

Confirm

Confirm the payment and follow it to Paid.

Easy to learn. Quick to help.

In their own words, from businesses that use ZIL MONEY.

Rachel Ruiz, Business Strategy Manager at Lennar Title

“Working with ZIL MONEY has been such a great experience.”

We use their platform to create and send eChecks to multiple parties, and it’s been incredibly smooth and efficient. Anytime we have a question or run into an issue, their team is quick to respond and always helpful.

Rachel RuizBusiness Strategy Manager, Lennar Title
Mike S. of Experity

“ZIL MONEY has been a game-changer for our business!”

Their payment support is top-notch, quick, reliable, and always ready to assist with any questions we have.

Mike S.Experity
Cory Edwards, Owner of Edwards Holdings Realty

“The most helpful part is that ZIL MONEY can be used by everyone.”

It’s very easy to navigate. The user interface is very easy to learn. It solves the problem of having various accounting software separately and unable to integrate.

Cory EdwardsOwner, Edwards Holdings Realty

Common questions

Can I connect Clio to ZIL MONEY?
Yes. You can connect Clio to ZIL MONEY and bring invoices and records across without re-keying. Ask our team how it works for your account.
What can I bring across from Clio?
Your invoices and records. You then pay the bills your practice owes from ZIL MONEY.
How do I pay a vendor after importing from Clio?
Open the bill, choose ACH, wire, or virtual card, and confirm.
Can I note which client or matter a bill is for?
Yes. Add the client or matter in the memo field.
Does ZIL MONEY replace Clio?
No. Clio manages your practice. ZIL MONEY pays your bills.
Does it work with QuickBooks?
ZIL MONEY connects with QuickBooks, Xero, Zoho, and other accounting tools, so your payments and books stay in sync.
Is it safe to use?
ZIL MONEY holds SOC 1, SOC 2, PCI DSS, ISO 27001, and other certifications. You can see the full list on the Certifications page.
Can I send bill payments from my phone?
Yes. You can use ZIL MONEY on your phone or tablet, so you can take care of it away from your desk.

Pay your first practice bill.

Open an account, or book a short demo and we will show you around.

Have a question? Talk to our team