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Request a Confidential Law Firm Assessment

Welcome to The 25th — Law Firm Bookkeeping by Morgan Financial Services. We serve law firms across Canada and the United States. Tell us about your firm, your current bookkeeping setup, and where you need support. We work alongside your existing accountant and do not replace that relationship.

Full name

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Work email address

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Law firm name

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Country and Province or State

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Are you currently using Clio Manage?

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A

Yes

B

No

C

Planning to implement Clio

What support does your firm need?

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Monthly law firm bookkeeping

Three-way trust reconciliation

Cleanup or catch-up bookkeeping

Clio and QuickBooks setup or integration

General account reconciliation and billing support

Clio training or workflow support

Other

Briefly describe your current bookkeeping or trust-accounting situation and what you would like help with

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Phone number

Consent

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I understand this form is for an initial assessment and does not create a client relationship.

Please do not include client names, passwords, banking details, trust-account numbers, or other confidential client or financial information.