I will integrate clio lawpay and quickbooks dropbox netdocuments microsoft 365 mycase

I link Clio, LawPay, and QuickBooks so a payment taken in LawPay lands on the right matter and posts to the right ledger automatically. Your staff stops retyping amounts, month-end matches on the first pass, and you always see who paid what and when. No double entry.

This fits solo attorneys and small firms running Clio or MyCase who bill through LawPay and keep books in QuickBooks. If you juggle client files across Dropbox, NetDocuments, or Microsoft 365, I connect those too, so every matter has one home. Files never go missing.

Premium covers the whole stack: billing, trust payments, accounting, and document storage wired together, with filing rules, error alerts, written docs, and end-to-end testing. It also includes 7 days of support so your team can ask questions after go-live. Ask away.

I map clients, matters, invoices, and payments between Clio and QuickBooks, set LawPay to separate operating from trust deposits, and configure folder creation and permissions. Every rule is tested on a dummy matter before it touches your real data. No bad surprises.

Yes. Besides the core tools I also connect Outlook, OneDrive, SharePoint, Google Drive, Xero, Zapier, and Make. If your firm uses another practice or billing tool, message me the name and your goal, and I will confirm whether it fits before you order. Ask me anytime.