How to Improve Client Expense Tracking with Clio and Quickbooks Online

Join Gale Kirsopp, CEO of 4700Group for an interactive session on how to improve your law firm’s expense management process.

Learn how to improve client expense tracking with legal cloud technology

Tracking your firm’s client expenses can be a daunting task. With so many other tasks to complete in a day, it’s imperative for your law firm to track and manage expenses as efficiently as possible.

Join Gale Kirsopp—the Founder and CEO of 4700Group who has helped over 800 law firms over the last 9 years improve their accounting systems—in this interactive session to learn how cloud technology can improve your law firm’s expense management process and increase visibility into your firm’s expenses.

In this session interactive session, you’ll learn:

  • The basics for leveraging practice management and accounting software
  • How to automate Clio and Quickbooks Online
  • Tactical ways to improve client expense management

Duration: 60 minutes

Watch now


Jeena Cho


Jeena Cho | Co-author of The Anxious Lawyer, An 8-Week Guide to a Joyful and Satisfying Law Practice Through Mindfulness and Meditation

Jeena Cho is the co-author of The Anxious Lawyer, An 8-Week Guide to a Joyful and Satisfying Law Practice Through Mindfulness and Meditation (ABA). She is a partner at JC Law Group PC, a bankruptcy law firm in San Francisco, CA. She is a regular contributor to ABA Journal, and Above the Law where she covers resilience, work/life integration, and wellness in the workplace. She regularly speaks and offers training on women’s issues, diversity, and inclusion, well-being, mindfulness, and meditation.

Nefra MacDonald

Hosted by:  

Nefra MacDonald | Affinity Programs Manager, Clio

Having worked in legal for over a decade, Nefra understands the pain points that affect legal professionals, and she uses her experience to help lawyers streamline processes and run a better business. A graduate of the University of Miami, Nefra is a passionate speaker about legal technology, attorney health and wellness, and other topics relevant to legal professionals.

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Janine Sickmeyer

Janine Sickmeyer | CEO and Founder of NextChapter

Janine is CEO and Founder of NextChapter, a web application for attorneys to prepare, manage and file bankruptcy cases online. Janine was honored as one of ABA's Women of Legal Tech 2017 and a Fastcase 50 winner in 2019. As a paralegal, she saw a need for cloud-based bankruptcy software, taught herself to code, built a team of skilled developers and launched NextChapter in 2016.

Mandy Ballinger

Mandy Ballinger | COO of NextChapter

Mandy is NextChapter’s Chief Operating Officer and is responsible for managing daily operations and development. After graduating at the top of her class in the Paralegal Program at Capital Law University, she joined the Chapter 13 Trustee’s Office and worked for 7 years in bankruptcy and foreclosure. Mandy joined NextChapter as the first employee and has grown in her role to become COO.

Hosted by

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Michelle Blankenship Jordan

Leon Carelli | Chief Technology Officer, Locks Law Firm

Leon Carelli manages varying forensic, eDiscovery, and information technology needs for Locks Law Firm. He also oversees the firm's litigation support department and coordinates projects involving data analytics.

William Large

William Large| Partner, Cara Stone

For more than 20 years, Large has litigated in federal and state courts throughout the United States on matters such as antitrust, environmental pollution, and securities. He served as a Member of Lead Counsel team and Chairman for the Plaintiffs’ Steering Committee Discovery Group during the Deepwater Horizon oil spill litigation.

Will Delgado

Will Delgado| Partner, Willenken Wilson Loh & Delgado LLP

Will’s practice focuses on intellectual property litigation, class actions, and complex business litigation. An expert in developing areas of law, Will frequently litigates and lectures on issues of first impression throughout the United States.

Hosted by

Gale Kirsopp

Gale Kirsopp| Founder & CEO of 4700Group
As the CEO of 4700Group, Gale Kirsopp is passionate about leveraging Clio and Quickbooks to help law firms gain a competitive edge by boosting their productivity and improving back office workflow. Her insights enable lawyers and accountants to better understand the capabilities of their software and the possibility of using accounting systems to make their practice more profitable.

Clio is made by smart, creative people who want to help 21st century lawyers work better, smarter, faster.


Doug Edmunds

Principal, DBE Technology Consulting

Clio helps me focus on what is important in my practice.




So much great information. I want to implement it all.