How does Vergo work alongside Clio?
Clio is an operations platform for law firms — practice management, clients and matters — and your books live in an accounting system next to it: QuickBooks, Sage, or another general ledger. Vergo handles expense management against that accounting system: it reads your GL accounts and coding structure, codes every transaction by AI inference from your own history, and posts clean entries where your books actually live. Nothing changes on the practice-management side. Matters, time, and client work stay where they are; Vergo works on the firm's spend — card transactions, receipts, and reimbursable purchases — and gets it into the ledger coded correctly the first time.
How does the coding work for a law firm?
A firm's spend splits along lines its accounting structure already expresses: firm operating expense versus cost advanced on behalf of a client, and the accounts and classes the bookkeeper files each to. Vergo codes each transaction to those dimensions by inference from how your firm has coded similar purchases before — the filing fee to the account your books already use for advanced client costs, the legal-research subscription to firm overhead — and shows the reasoning on every transaction, so whoever reviews the books confirms in seconds instead of re-coding by hand. There is no rule library to build; new vendors are coded on first sight.
What does that mean day to day?
For attorneys and staff, the ask is deliberately small:
- Employees submit receipts by text message — no new app alongside Clio
- Every transaction is coded to your accounting structure automatically, with the reasoning shown
- Approvals run on your rules before anything posts
- Your accounting system stays the system of record, reconciled next to Clio
Do you have to change cards?
No. Vergo is card-agnostic — it connects to the corporate, fuel and personal cards your business already holds. A firm keeps its existing bank cards and its existing banking relationship; attorneys who pay a court fee or a travel expense out of pocket are reimbursed through the same coding model, rather than through a separate spreadsheet process.
Why not just code firm expenses in the accounting system directly?
Most Clio firms do exactly that today, and it is where the month-end drag comes from: card statements coded from vendor names alone, receipts requested weeks after the spend, advanced client costs discovered late. Vergo moves capture to the moment of purchase and the coding to inference against your own history, so entries reach the general ledger already carrying the account and class detail the firm's books depend on — while Clio continues to run the practice unchanged.
Where should you go next?
Does Vergo integrate directly with Clio?
No — and it does not need to. Clio is an operations platform, not a general ledger. Vergo connects to the accounting system your books live in, which is where expense management belongs.
Which accounting systems does Vergo connect to?
Vergo integrates with every major ERP and accounting system, each with its own integration page setting out how the sync works.
Do we have to change cards?
No. Vergo works with the cards your business already has.
