Clarra Adds Accounting and Analytics to its Next-Generation Legal Practice Management Platform

USA/Canada News

01
Oct
2025

Editor

Clarra, a cloud-based legal practice management platform optimized for litigation and legal operations, announces the launch of a new suite of accounting and analytics features. Developed in direct response to customer feedback, the added capabilities enable plaintiffs’ law firms, defense litigation practices, and in-house counsel to improve litigation management and make better business decisions that impact productivity, contingent recoveries and liabilities, pricing and budgeting per matter.

“We consistently heard from customers that they wanted accounting features built directly into their case management system to provide visibility throughout the entire financial lifecycle of a matter,” said CEO and co-founder Keao Caindec. “These new features follow our guiding principle of simplicity with easy, no-code customization. Our accounting module was designed to help law firms and in-house counsel answer key questions about productivity, profitability per matter, budgeting, pricing and contingent liability. Clarra’s ability to integrate with legacy back office systems and a powerful analytics platform enables firms to gain unprecedented visibility and business intelligence.”

Prioritizing simplicity enabled Clarra to develop its intuitive accounting module, which requires minimal effort to learn and customize while offering powerful financial insights. Due to its robust integration capabilities, Clarra does not require switching from back office accounting systems such as Elite 3E Billing, Aderant, QuickBooks, Sage and Juris. 

Clarra’s new accounting module includes the following features:

• Forecasting. Users can track projected matter revenue and expenses, whether billing hourly, on retainer or under an alternative fee arrangement. The forecasting section also allows firms to predict a matter's time and costs for more accurate budgeting and to distinguish between billable and nonbillable time. Forecasts can be compared to actuals to understand business trends. 
• Expenses. Users can track expenses using customized expense codes and split expenses by matter.
• Invoices. Clarra allows users to generate invoices within the platform. Through integration with Confido Legal, a firm can generate a payment link without leaving Clarra and send it directly to a client with ease.
• Payments and Accounts. Users can add digital payment links to invoices, trust deposit requests and client statements. They can view the payment status for invoices and expenses and track account balances for operating, trust, client and vendor accounts. Once a payment is made, it will automatically update within the platform.
• Dashboard. This industry-leading functionality provides unprecedented business insights through an analytics dashboard that gives users an understanding of productivity, utilization, realization, collection, profitability, liability, cash flow and budgeting by matter and matter type.
• Integration. Through direct integrations with other legal accounting platforms, integration with Zapier, and use of Clarra’s public REST API, users can integrate with back-office accounting systems and implement automated workflows.

Leveraging simplicity and a modern tech stack with no-code customization, Clarra's comprehensive suite of tools, which includes contact, event, mail log, reporting, security, timekeeping and user control functionalities, enables law firms and in-house counsel teams to efficiently manage complex caseloads, streamline operations and enhance productivity.

“This is a major leap ahead for law firms and in-house counsel teams to make better financial decisions regarding resource allocation and prioritization of litigation matters. Clarra is the first practice management platform to offer a fully-customizable dashboard for accounting,” said Eugenia Gueorguieva, co-founder and head of product management. “Our solution allows users to understand the financial metrics for every type of matter and make informed decisions around the financial operations of their firm.”

Clarra built the accounting module’s embedded payments functionality on the Confido Legal platform to give law firms a wide range of digital payment options while ensuring compliance with the rules of professional conduct.

“Our new collaboration with Clarra means law firms can pair unprecedented visibility into matter profitability with the power of digital payments,” said Emery Wager, cofounder of Confido Legal. “Optimizing the collection process has an outsized impact on a firm’s profitability. With Clarra, firms will now be able to see that impact in real time.”