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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.
Law Firm Bookkeeping →
CFO Services →
IOLTA Trust Accounting →
Case Management Systems
Case Management Systems
Law Firm Velocity is a Certified Partner and Consultant of today's leading law firm case management software.
Clio →
MyCase →
Actionstep →
Caret →
CASEpeer →
CloudLex →
Cosmolex →
Filevine →
PracticePanther →
Smokeball →
Soluno →
About
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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.
by
Paul W Carlson, CPA
Law Firm Accounting: Strategies for Success
by
Paul W Carlson, CPA
Selecting Law Firm Accounting Software - A Legal CFO's Guide
Law Firm Operations
by
Paul W Carlson, CPA
Law Firm Marketing Budget: 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 firm's financial performance through data-driven metrics and KPIs.
IOLTA
by
Paul W Carlson, CPA
IOLTA Account vs Escrow Account: What's Right for Your Firm?
The management of client funds carries both ethical weight and enforceable legal requirements.
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
Key Performance Indicators for Your Law Firm
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
Optimize Your Law Firm’s Finances with MyCase Payments
Managing client payments efficiently is crucial for any law firm. MyCase Payments offers a seamless way to track time, send invoices, and collect fees—all contained within the practice management platform.
by
Paul W Carlson, CPA
Law Firm Financial Dashboards: Turning Data into Decisions
A financial dashboard turns complex performance data into clear, actionable insights that help firms run more efficiently and profitably.
by
Gusto Payroll Process Using Time Tracking for Hourly Employees
Gusto Payroll Process Using Time Tracking for Hourly Employees
by
Paul W Carlson, CPA
Legal Time Tracking Software: Core Features & Best Options
Time tracking software helps law firms capture billable hours accurately while streamlining billing and performance analysis.
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
Ultimate Guide to Law Firm Lead Generation
Struggling to get consistent leads? Here’s how to get the most out of your marketing efforts.
by
Paul W Carlson, CPA
Law Firm Payment Plan Systems: An Implementation Guide
The days of "pay upfront or find another lawyer" are over, as more firms discover that payment plans actually strengthen their bottom line.
by
Paul W Carlson, CPA
Law Firm Financials: Cash Flow & Income Statement Explained
Decode your law firm’s financial statements to understand the numbers driving your success and profitability.
by
Paul W Carlson, CPA
Managing Advanced Client Costs: Best Practices for Law Firms
Unlock faster settlements with secure cost management
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
Legal Matter Management Software: Your Operational Backbone
A smarter way to manage matters helps law firms stay organized, profitable, and client focused.
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
Attorney Referral Agreement: What It Is & Why It Matters
A practical guide to attorney referral agreements, from fee rules to ethical compliance and tracking.
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
Payroll for Law Firms: Best Practices & Software Solutions
Managing compensation in legal practices requires navigating unique challenges that don't necessarily exist in traditional business environments.
by
Paul W Carlson, CPA
Best Software for Immigration Law Practice Management
Streamline your immigration practice, reduce errors, and stay compliant with the right law firm management software.
by
Paul W Carlson, CPA
Three Way IOLTA Reconciliation Guide
IOLTA trust account reconciliation represents one of the most critical compliance responsibilities for attorneys.
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
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
Track EIDL Loan: Balance, Due Date & Payment Allocation
Managing your Economic Injury Disaster Loan (EIDL) effectively starts with staying informed.
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
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
Law Firm Automation: Why It Matters & How to Get Started
Running a law firm shouldn’t mean drowning in repetitive tasks; automation offers a smarter way to reclaim your time and focus on what matters.
Taxes
by
Paul W Carlson, CPA
Can a Law Firm Be an S Corp?
Gain a clearer picture of what opting for an S Corp means for your law firm's bottom line and make a more informed decision.
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.
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