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Getting Started In Clio The First 30 Days Smart Financial Solutions for Law Firms

Getting Started in Clio: The First 30 Days

Elevate your legal practice by optimizing Clio to its maximum efficiency.

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  • Trusted by 300+ Law Firms Nationwide
    From solo practices to growing firms, we help attorneys increase profitability and efficiency. Our flexible services scale with your needs.
  • Proven & Recognized

    We’re a Clio Gold Level Consultant, QuickBooks Elite ProAdvisor, and multi-year Clio Partner Award winner. Our accolades reflect our commitment to quality and growth.

  • A Team You Can Rely On

    Your firm gets a dedicated bookkeeper and team lead, plus the support of our 28-member team. We ensure accuracy, compliance, and financial clarity every step of the way.

  • Law Firm Accounting, Simplified

    With over 12 years of experience, we provide bookkeeping, trust accounting, KPI reporting, payroll, and financial consulting—so you can focus on practicing law.

Get Started with CPN Legal Take Control of Your Firm’s Finances
Let’s talk about how we can support your bookkeeping and accounting needs.
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See What Law Firms Say About Us

Our clients rely on us for accurate accounting, clear reporting, and financial strategies that drive success. See how we’ve helped firms like yours.

  • “Knowledgeable and kind team”
    “On top of being great professionally and knowing their stuff, they are kind and easy to deal with.”
    - Kyle S.
  • “Outstanding and easy to work with!”
    “They are easy to work with, very quick to respond, so smart and helpful, and always a pleasure!”
    - Annalei B.
  • “Incredible and professional service.”
    “We have been working with CPN for almost a year now, and the experience has been incredible.”
    - Trust Tree
  • “Extremely Thorough & Reliable”
    “The team at CPN Legal has done a superb job for us at Passage Immigration Law.”
    - Erick W.
  • “Really Amazing”
    “They're really an extension of the firm and we cannot overstate their value to us.”
    - J. Barrett S.
  • “Provided Great Guidance”
    “My law firm's experience with CPN Legal has been wonderful.”
    - Howard B.
  • “Very Helpful & Friendly”
    “Without them, it would have been more difficult for us. We are so grateful for their help.”
    - Sandra H.
  • “So Helpful & Knowledgeable”
    “They make everything easy!”
    - Carrie D.

Get Personalized Financial Support for Your Law Firm

No two law firms are the same - that’s why we tailor our accounting and bookkeeping services to fit your needs. Tell us a bit about your firm, and we’ll connect with you soon.

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