Integrations

Connect Clio to Your AI CFO

Transform your law firm's financial data into real-time insights, cash flow forecasting, and AI-powered business intelligence.

Clio helps law firms manage matters, clients, billing, and practice operations. Hello Frank builds on that foundation by connecting your financial systems to provide live visibility into cash flow, profitability, and firm performance from one intelligent platform.

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Integration Live & Syncing

Last Sync2 minutes ago

Revenue Mapped

$1,240,500.00

Connect in minutes

Built for modern law firms

Real-time financial visibility

AI-powered financial insights

Why Connect Clio to Hello Frank?

Running a successful law firm requires more than effective matter management. Hello Frank combines Clio with your accounting software, banking, and payment platforms to help you understand profitability, cash flow, and financial performance across your entire practice.

Live financial dashboards
Cash flow forecasting
Matter profitability insights
AI-powered financial reporting
Multi-office reporting
Executive financial visibility

Understand Firm Performance

See the financial health of your practice.

Revenue tracking
Profitability insights
Billing performance
Cash position
Financial dashboards

Frank combines your financial information into one live dashboard so you always understand how your firm is performing.

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Improve Cash Flow

Plan your firm's future with confidence.

Cash flow forecasting
Accounts receivable visibility
Financial forecasting
Budget planning
Growth scenarios

Understand future cash availability and upcoming commitments before making hiring or investment decisions.

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Make Better Business Decisions

Turn financial data into actionable insights.

AI financial conversations
Profitability reporting
Forecasting
Business intelligence
Executive reporting

Ask Frank questions about your firm's financial performance and receive immediate answers based on your live financial information.

Explore AI CFO → →

How It Works

Connect Clio in Three Simple Steps

Step 1

Connect Your Clio Account

Securely authorize Hello Frank to access your practice management information.

Step 2

Combine Financial Data

Frank connects Clio with your accounting software, banking, and payment platforms.

Step 3

Gain Financial Intelligence

Monitor firm performance, forecast cash flow, and make better business decisions using AI-powered financial insights.

What Can You Do With Clio and Hello Frank?

Monitor Firm Performance

Track revenue, profitability, expenses, and financial performance from one dashboard.

Improve Cash Flow

Understand incoming payments, financial commitments, and future cash flow.

Forecast Firm Growth

Plan hiring, expansion, and investment decisions using live financial information.

Make Better Decisions

Replace static reports with AI-powered financial intelligence that supports better business planning.

Clio Alone vs Clio + Hello Frank

Clio is an excellent platform for managing legal matters, client relationships, and practice operations. Hello Frank builds on that foundation by combining your financial data with accounting, banking, and payment information to deliver real-time financial insights, cash flow forecasting, and AI-powered decision support.

Clio + Hello Frank

Clio

Financial intelligence

Practice management

Live financial dashboards

Matter management

Cash flow forecasting

Billing workflows

AI-powered financial insights

Historic reporting

Complete business visibility

Operational visibility

Operational AI CFO

Practice platform

Connect everything together.

Works With Your Entire Finance Stack

Hello Frank becomes even more powerful when connected with the rest of your financial ecosystem. Alongside Clio, you can connect accounting software, payment providers, banking platforms, and other financial systems to create one complete financial picture.