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Law Firm Velocity offers a full suite of services designed to get a grip on your financials, increase profit margins, monitor your progress, and forecast your future needs.
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Case Management Systems
Case Management Systems
Law Firm Velocity is a Certified Partner and Consultant of today's leading Law Firm Case Management Systems.
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Insights for Law Firms
Law Firm Operations
by
Paul W Carlson, CPA
Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report
In this video blog post, we outline a specialized process for utilizing a pipeline report to accurately forecast revenue and cash flow in contingency-based law firms.
Law Firm Operations
by
Paul W Carlson, CPA
How Much Should a Law Firm Spend on Marketing? A CFO's Perspective
Discover essential insights on how much law firms should allocate to their marketing budget to drive growth and maximize ROI.
Law Firm Operations
by
Paul W Carlson, CPA
Maximizing Law Firm Utilization, Realization, and Collection Rates
Get expert insights on maximizing your law firm's financial performance through data-driven metrics and KPIs.
IOLTA
by
Paul W Carlson, CPA
IOLTA Accounts: A Complete Guide for Law Firms
IOLTA
by
Paul W Carlson, CPA
Texas IOLTA Trust Account Recordkeeping Resources for Law Firms
Guide to Texas IOLTA Trust Account Recordkeeping
by
Paul W Carlson, CPA
6 Potential Consequences of Bad Bookkeeping for Businesses
by
Paul W Carlson, CPA
How Can Businesses Use Technology to Navigate Financial Uncertainty?
by
Paul W Carlson, CPA
8 Types of Financial Statements Every Business Should Know About
by
Paul W Carlson, CPA
The Importance of Accurate and Timely Financial Statements for Businesses
by
Paul W Carlson, CPA
10 Important KPIs Your Firm Should Be Monitoring
Law Firm Operations
by
Paul W Carlson, CPA
Advanced Client Costs for Contingency Matters are Capitalized as Loans and are Not Deductible Business Expenses
Review best practices in applying advanced client costs and keeping an accurate firm balance sheet.
by
Paul W Carlson, CPA
Collections by Timekeeper for Actionstep Flat Fee Matters
Collections by Timekeeper for Actionstep Flat Fee Matters
by
Paul W Carlson, CPA
Advanced Client Cost Process for Immigration Firms - CosmoLex
Advanced Client Cost Process for Immigration Firms - CosmoLex
by
Paul W Carlson, CPA
MyCase Payment Plans - Step 3 - Managing Payment Plan Balances and Payments
MyCase Payment Plans - Step 3 - Managing Payment Plan Balances and Payments
by
Paul W Carlson, CPA
MyCase Payment Plans - Step 2 - Create Payment Plans on Client Invoices
MyCase Payment Plans - Step 2 - Create Payment Plans on Client Invoices
by
Paul W Carlson, CPA
MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments
MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments
by
Paul W Carlson, CPA
MyCase Payment Plans - Introduction
MyCase Payment Plans - Introduction
by
Paul W Carlson, CPA
Lawmatics Weekly Lead Report
Lawmatics Weekly Lead Report
by
Paul W Carlson, CPA
Law Firm CRM - Best practices, example reports, and example dashboards
Law Firm CRM - Best practices, example reports, and example dashboards
by
Gusto Payroll Process Using Time Tracking for Hourly Employees
Gusto Payroll Process Using Time Tracking for Hourly Employees
by
Paul W Carlson, CPA
Gusto Payroll Time Tracking - How to Record Time Using Gusto's Internal Time Tracker
Gusto Payroll Time Tracking - How to Record Time Using Gusto's Internal Time Tracker
by
Paul W Carlson, CPA
Billing Rate Setup in MyCase - Part of our MyCase Hourly Firm Guide
Billing Rate Setup in MyCase - Part of our MyCase Hourly Firm Guide
by
Paul W Carlson, CPA
Leads by Lead Source
Leads by Lead Source
by
Paul W Carlson, CPA
Payment Plans - Invoice Options
Payment Plans - Invoice Options
by
Paul W Carlson, CPA
Soluno Income Statement
Soluno Income Statement
by
Paul W Carlson, CPA
Advanced Cost Workflow & Accounting System Permissions - Contingency Based Law Firms
Advanced Cost Workflow & Accounting System Permissions - Contingency Based Law Firms
by
Paul W Carlson, CPA
Client Invoices for Contingency Matter Fees - Soluno
Client Invoices for Contingency Matter Fees - Soluno
by
Paul W Carlson, CPA
Activity Codes in Soluno
Activity Codes in Soluno
by
Paul W Carlson, CPA
Batch Check Print - Soluno
Batch Check Print - Soluno
by
Paul W Carlson, CPA
Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report
Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report
by
Paul W Carlson, CPA
Flat Fee Matter Management - Tracking Available Hours and Dollars
Flat Fee Matter Management - Tracking Available Hours and Dollars
by
Paul W Carlson, CPA
Single Matter Trust Ledger Report in Soluno
Single Matter Trust Ledger Report in Soluno
by
Paul W Carlson, CPA
Trust Receipts in Soluno
Trust Receipts in Soluno
by
Paul W Carlson, CPA
Adding Contacts in Soluno
Adding Contacts in Soluno
by
Paul W Carlson, CPA
Create and Edit Budgets in QuickBooks Online
Create and Edit Budgets in QuickBooks Online
by
Paul W Carlson, CPA
Lead Source Report
Lead Source Report
by
Paul W Carlson, CPA
Referral Partner Tracking and Scoring
Referral Partner Tracking and Scoring
by
Paul W Carlson, CPA
Print IOLTA Checks From QuickBooks Desktop Hosted Right Networks
Print IOLTA Checks From QuickBooks Desktop Hosted Right Networks
by
Paul W Carlson, CPA
Law Firm Payroll - Payroll Frequency and Paycheck Timing
Law Firm Payroll - Payroll Frequency and Paycheck Timing
by
Paul W Carlson, CPA
CosmoLex Intro - Immigration Law Practice Management and Accounting Systems
CosmoLex Intro - Immigration Law Practice Management and Accounting Systems
by
Paul W Carlson, CPA
IOLTA Trust Account Reconciliation Checklist
IOLTA Trust Account Reconciliation Checklist
by
Paul W Carlson, CPA
Example IOLTA Trust Account Reconciliation
Example IOLTA Trust Account Reconciliation
Clio
by
Paul W Carlson, CPA
Client Balances and Accounts Receivable IOLTA Draws
Learn the best way to standardize your billing process to avoid unpaid balances from customers.
Clio
by
Paul W Carlson, CPA
Manage Client Trust Balances with Clio Matter Balance Summary Report
Manage Client Trust Balances with Clio Matter Balance Summary Report
Clio
by
Paul W Carlson, CPA
Leads Report from Clio Grow - Introduction
Leads Report from Clio Grow - Introduction
Clio
by
Paul W Carlson, CPA
Leads Report from Clio Grow - Custom Fields
Leads Report from Clio Grow - Custom Fields
by
Leads Report from Clio Grow - Creating Report in Excel
Leads Report from Clio Grow - Creating Report in Excel
Clio
by
Paul W Carlson, CPA
Clio Prepaid Flat Fee Process - Matter, Invoice, and Payment
Generate an invoice within Clio for prepaid flat fees.
Clio
by
Paul W Carlson, CPA
Clio Matter Budgets - Summary Management Report
Learn how to use Excel to make your budget summary report.
Clio
by
Paul W Carlson, CPA
Clio Matter Budgets - Options and Example Management Report
Review the options available to run budget reports.
Clio
by
Paul W Carlson, CPA
Clio Consultation Invoices and Payments
Learn how to create a consultation invoice and payment within Clio.
Clio
by
Paul W Carlson, CPA
Aggregate IOLTA Draws in Clio
Making IOLTA trust account draws.
Clio
by
Paul W Carlson, CPA
Billing Rates in Clio
Join us in learning how to set and edit billing rates in Clio.
Clio
by
Paul W Carlson, CPA
Creating Client Invoices in Clio
Walk through best practices in sending client invoices while using Clio.
Clio
by
Paul W Carlson, CPA
Billable and Collected Time in Clio
Learn the ins and outs of calculating billable hours and running related reports.
Clio
by
Paul W Carlson, CPA
Clio Trust Requests for Retainers or Advance Fees
Join us in learning about the best way to request advance retainers using Clio.
Law Firm Operations
by
Paul W Carlson, CPA
Check your EIDL loan balance, next payment due date, and payment allocation to interest and principal
In this video post, we guide you through using the SBA Capital Access Financial System website to keep tabs on your EIDL loan, including how to check your next payment due date, outstanding loan balance, and how your payments are allocated between interest and principal.
IOLTA
by
Paul W Carlson, CPA
Colorado COLTAF / IOLTA Trust Account Resources
This post outlines key resources for managing Colorado COLTAF / IOLTA accounts.
IOLTA
by
Paul W Carlson, CPA
California IOLTA Trust Account Guide
In this quick guide, we highlight the key resources we use for managing California IOLTA trust accounts.
IOLTA
by
Paul W Carlson, CPA
Arizona IOLTA Trust Account Resources
This blog post serves as a resource guide for managing Arizona IOLTA trust accounts, pointing readers to valuable tools and references.
IOLTA
by
Paul W Carlson, CPA
Keeping Firm Funds in IOLTA for Account Maintenance
This blog post outlines a specific exception that allows law firms to deposit their own funds into an IOLTA trust account
IOLTA
by
Paul W Carlson, CPA
Connecticut IOLTA Trust Accounting Requirements
This blog post offers a concise overview of the IOLTA Trust accounting requirements for Connecticut lawyers, as laid out in Rule 1.15 of the Connecticut Practice Book. It lists essential accounting elements such as General and Client Ledgers, and explains the need for a triple reconciliation summary.
IOLTA
by
Paul W Carlson, CPA
Example IOLTA Trust Account Reconciliation
In this video post, we offer a valuable resource for law firms by presenting a video overview of a complete IOLTA Trust account reconciliation—an example of which is often hard to find.
Law Firm Operations
by
Paul W Carlson, CPA
Streamlining Law Firm Finances: Automated Accounts Payable System
We help law firms pay vendor bills by automating their accounts payable process. This video provides an introduction to our processes and software tools.
Taxes
by
Paul W Carlson, CPA
S Corps for Law Firms – Self-Employment Tax Savings
Discover how opting for an S Corp tax structure can significantly impact your law firm's liability for Social Security and Medicare taxes.
Law Firm Operations
by
Paul W Carlson, CPA
S Corps for Law Firms – S Corp Costs
Navigating the financial implications of choosing an S Corp structure for your law firm involves understanding additional costs ranging from payroll services to tax preparation.
IOLTA
by
Paul W Carlson, CPA
IOLTA FAQS – Are preprinted deposit slips for the IOLTA Account required?
Delve into the intricacies of using preprinted deposit slips for IOLTA Accounts in our enlightening FAQ video blog post.
Law Firm Operations
by
Paul W Carlson, CPA
Weekly Cash Forecast Introduction
A walkthrough the weekly cash forecast we create for Law Firms.
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