CasePath Xero Integration

The CasePath Xero integration creates a two-way sync between your case management and accounting workflows. When you generate invoices in CasePath, they automatically flow into Xero as accounts receivable entries with the correct client, matter, and GL coding. Trust account deposits, IOLTA transactions, and client payments recorded in CasePath sync to Xero in real-time, maintaining accurate trust ledgers across both systems.

Key capabilities include:

• Automated invoice creation: CasePath time entries and expenses generate corresponding Xero invoices without re-keying data
• Payment reconciliation: Client payments recorded in either system update both platforms automatically
• Trust accounting sync: IOLTA deposits, withdrawals, and transfers maintain compliance records in both systems
• Client and matter mapping: CasePath clients and matters link to Xero contacts and tracking categories for accurate reporting

Setting up the casepath xero integration requires administrator access to both platforms and takes approximately 15-20 minutes. Follow these steps:

1. Log into CasePath and navigate to Settings > Integrations > Accounting Software
2. Select Xero from the list of available integrations and click Connect
3. Authorize CasePath to access your Xero organization by logging into Xero and granting permissions
4. Map your CasePath trust accounts to corresponding Xero bank accounts
5. Configure GL account mappings for operating income, expenses, and trust liability accounts
6. Set your sync preferences (real-time vs. daily batch) and invoice formatting options
7. Run an initial sync to import existing client data and verify mappings

Most firms complete the initial setup during a scheduled maintenance window to ensure clean data migration.

The CasePath Xero integration is designed for solo practitioners and small law firms (typically 1-10 attorneys) who want to streamline their billing and accounting workflows without maintaining separate systems. It's particularly valuable for firms that:

• Handle significant trust account activity and need compliant IOLTA tracking across platforms
• Work with external bookkeepers or accountants who prefer Xero for financial reporting and tax preparation
• Bill clients frequently and want to eliminate duplicate invoice entry
• Need real-time financial visibility without switching between multiple software applications

Practice areas with high transaction volumes—such as family law, personal injury, and immigration—benefit most from the automated sync, as these firms often process dozens of trust transactions and invoices weekly. Firms already using Xero for business accounting find this integration essential for maintaining a single source of financial truth.