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Safeguard client funds and your law with expert client trust IOLTA accounting

Protect your firm’s reputation and ensure state bar compliance by having having experts handle client trust accounting and reporting requirements.
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Effortless IOLTA compliance. 
Never worry again.

Bid goodbye to compliance worries. We ensure your firm meets state bar standards, meticulously handling your transactions and reconciliation. Rest easy with our expertise at your service.
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Streamlined, secure, and straightforward
Receive the complete trust accounting package you need, as mandated by the ABA and state bars. This includes a three-way summary, general ledger, client ledger, and bank account reconciliation report.
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Audit-ready reconciliation
Your client balances from your firm billing system are verified against client balances from your accounting system reconciliation.

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Detailed trust reports
Benefit from our trust accounting services that have been vetted through successful bar audits, validated by outside financial experts, and confirmed by ethics attorneys to ensure your reporting and processes are up to standard.
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A complete IOLTA reconciliation package

Experience peace of mind with our comprehensive IOLTA accounting service and reconciliation package, designed to meet all your trust accounting requirements.
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Law firm owner in monthly cfo call
A Three-Way Summary
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A Client Ledger Report
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A General Ledger Report
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Bank Account Reconciliation
Bank account
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Why Law Firm Velocity?

Attorneys struggle to find true experts in law firm finance, which leaves them with inaccurate books and no clear financial plan for the future. We give them access to the specialized guidance they need to master their accounting practices and grow.

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Accounting & BookkeepingCFO ServicesIOLTA Trust AccountingLaw Firm Case Management
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Experts in Law Firm Accounting & Finances.