Clio Gold Certified Consultants

What’s really keeping your tools from working for you

You’ve mastered case management, now it’s time to tackle the financial challenges many firms still face.

Drowning in Data: Clio provides a wealth of financial data, but you struggle to turn it into actionable insights.

Trust Account Anxiety: Managing IOLTA accounts correctly is crucial, but it's complex and the stakes are high.

Time Drain: You became a lawyer to practice law, not to spend hours reconciling accounts and generating reports.

Seamless integration

We specialize in converting your case management data into a robust financial strategy. Here's how.

Seamless Data Sync

We've mastered the art of turning your case management data into a powerful financial tool for your firm's growth.

Custom Financial Reporting

Receive tailored reports that combine your data with expert financial analysis, giving you a complete picture of your firm's financial health.

Trust Accounting Excellence

Experience peace of mind as Law Firm Velocity aligns Clio's trust accounting features with specialized IOLTA expertise, ensuring compliance and accuracy.

Automated Reconciliation

Save time and reduce errors with automated reconciliation between your Clio records and bank accounts.

Insightful KPI Dashboards

Gain at-a-glance insights into your firm's performance through custom KPI dashboards populated with key data from Clio.

Strategic Financial Forecasting

Leverage your Clio data combined with Law Firm Velocity's expertise to create accurate financial projections, empowering you to make proactive decisions about your firm's future growth and investments.

Tangible results ahead

More Time for Law, Less for Bookkeeping: Reclaim hours previously spent on financial management.

Enhanced Accuracy: Eliminate manual data entry errors and ensure your financial data is always current.

Deeper Financial Insights: Gain a comprehensive understanding of your firm's finances by combining case data with expert financial analysis.

Streamlined Financial Workflows: Experience a smoother, more efficient financial management process that integrates seamlessly with your existing workflows.

Confidence in Compliance: Rest easy knowing your trust accounting is handled by experts who understand both your case management tools and legal industry requirements.

Schedule a Consultation

Move beyond traditional accounting

Profit-focused bookkeeping

Elevate your financial management with profit-focused law firm bookkeeping services designed specifically for Clio users.

Real-time synchronization of financial data between your accounting systems

Accurate and timely recording of all financial transactions

Monthly reconciliation of bank accounts and credit cards

Customized financial reports that align with your firm's unique needs

Preparation of financial statements (Income Statement, Balance Sheet, Cash Flow Statement)

Strategic CFO services, for profit growth

Our CFO Services deliver actionable insights, helping you optimize returns, foresee changes, and secure financial stability while driving growth and increasing profit margins.

In-depth analysis of your firm's financial performance using Clio data

Development of financial strategies to increase profitability and cash flow

Creation and monitoring of key performance indicators (KPIs) specific to law firms

Budgeting and forecasting to support informed decision-making

Guidance on pricing strategies and resource allocation

IOLTA trust accounting

Protect your firm’s reputation and ensure state bar compliance:

Seamless integration with Clio's trust accounting features

Accurate maintenance of individual client ledgers within trust accounts

Monthly three-way reconciliation of trust accounts as required by state bar associations

Proper handling of retainer deposits and withdrawals

Proactive monitoring to prevent common trust accounting errors

FAQs

Our team will happily answer any additional questions you might have.

Get in touch.

How does Law Firm Velocity's integration work?

Our system securely connects to your Clio account, allowing real-time data synchronization. This integration enables us to pull financial data directly from Clio, eliminating the need for manual data entry and ensuring accuracy in your financial reports and analysis.

How do you ensure the security and confidentiality of my firm's financial data?

We take data security extremely seriously. We use bank-level encryption for all data transfers and storage. Our systems are regularly audited for security compliance, and we adhere to strict confidentiality protocols. Additionally, we meet its rigorous standards for data handling and security.

Will involving a Clio accounting partner disrupt my current workflow?

Not at all. Our services are designed to enhance, not disrupt, your existing workflow. You'll continue using Clio as you always have for case management. We simply add a layer of financial expertise and automation to your existing processes, making your overall workflow more efficient.

Can you handle trust accounting for multiple jurisdictions?

Yes, our IOLTA trust accounting services are designed to handle multi-jurisdictional requirements. We stay up to date with the specific regulations of different state bar associations and ensure your trust accounting practices are compliant across all jurisdictions where you practice.

Get expert accounting support with Law Firm Velocity: a Clio Gold Certified Partner

120+

2009

Law Firm Velocity vs other Clio certified consultants

Other firms

Clio Gold Consultant

Specialized in Law Firm Finances

Deep Integration

IOLTA Trust Accounting Expertise

Strategic CFO Services

Custom Financial Reporting for Law Firms

Profit-Focused Financial Analysis

Law Firm KPI Tracking

Compliance with Legal Industry Standards

Dedicated Law Firm Financial Experts