Primary ConsultantPaul Carlson
Law Firm Velocity - Paul Carlson, CPA
I focus on law firm daily operations and accounting services. Without a strong financial function, firm owners do not know what happened yesterday and certainly do not know where they are going tomorrow. I establish streamlined processes by implementing practice management systems and other information system tools. With the accounting and information systems in place, I am able to coach law firm owners on managing and growing their firm.
- Live training
- Data migrations
- Document Templates & Automation
- Using Clio with Google Apps
- Using Clio with QuickBooks
- Using Clio with Outlook
- Using Clio with third-party applications
- Law firm accounting, billing, & IOLTA services
- Practice law while we tame the IOLTA, billing and account monsters
- Law firm CFO services
- Law firm practice management services
- Income tax planning and filing
Why choose Clio?
Clio offers all you need to run a law practice from intake to invoice, with powerful tools to manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting.
Get everything you need to run your practice
Manage your cases, contacts, and billing from anywhere—with intuitive time tracking, calendaring, unlimited document storage, and more.Learn about Clio’s features
Protect your firm data
Store your firm information in the cloud and keep your data safe with 256-bit encryption, multiple data backups, and a 99.9% uptime guarantee.Learn about security
Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.
Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.
Clio Certified Consultants are not employees of Clio.