Hire the Best Themis Solutions Clio Specialists

Need help keeping your law firm's books accurate, compliant, and audit-ready? I help solo attorneys and growing law firms manage their bookkeeping, trust accounting, and financial reporting with confidence. With nearly 7,000 Upwork hours, 80+ completed projects, and a 100% Job Success Score, I specialize in helping law firms using: ✔ Clio Manage ✔ QuickBooks Online ✔ Zoho Books ✔ Xero Whether you need ongoing bookkeeping, trust account reconciliation, bookkeeping cleanup, or monthly financial reporting, I can help ensure your books remain accurate and compliant. LEGAL BOOKKEEPING & TRUST ACCOUNTING SERVICES ✔ Trust Account Reconciliation ✔ Three-Way Trust Reconciliation ✔ IOLTA Compliance ✔ Clio–QuickBooks Integration ✔ LawPay Reconciliation ✔ Client Trust Ledger Review ✔ Trust Liability Reconciliation ✔ Monthly Financial Reporting ✔ Bookkeeping Cleanup & Catch-Up ✔ Audit Preparation Support WHY LAW FIRMS HIRE ME ✔ Nearly 7,000 Upwork Hours ✔ 80+ Successfully Completed Projects ✔ 100% Job Success Score ✔ Top Rated Freelancer ✔ Specialized in Legal Bookkeeping ✔ Clio & QuickBooks Expertise ✔ Strong Understanding of Trust Accounting Requirements TYPES OF LAW FIRMS I SUPPORT ✔ Personal Injury ✔ Immigration ✔ Family Law ✔ Criminal Defense ✔ Estate Planning ✔ Business & Corporate Law ✔ Solo Practitioners ✔ Multi-Attorney Firms RECENT RESULTS 🏆 Reconciled trust accounts and corrected historical discrepancies for a growing law firm. 🏆 Implemented Clio and QuickBooks workflows to improve financial visibility and reporting. 🏆 Supported law firms with monthly bookkeeping, trust accounting, and audit-ready financial statements. 🏆 Helped attorneys gain confidence in their financial data through accurate reporting and reconciliations. LET'S WORK TOGETHER If you're looking for a dependable legal bookkeeper who understands trust accounting, Clio, and QuickBooks Online, I'd be happy to discuss your firm's needs. Send me a message and let's explore how I can help keep your books accurate, compliant, and stress-free.

Hello! I'm Nathalie Cruz, a bilingual (English-Spanish) Customer Support and Administrative Professional with 4+ years of experience supporting U.S. law firms, remote teams, and small businesses. I help businesses create exceptional first impressions by providing professional customer support, legal intake, appointment scheduling, and administrative assistance. What I can help you with: ✔ Customer Support (Phone, Email & Chat) ✔ Legal Intake & Client Screening ✔ Appointment Scheduling ✔ Administrative Support ✔ CRM & Case Management ✔ Follow-ups & Client Communication ✔ Data Entry & Documentation Throughout my career, I've worked with law firms assisting clients through the intake process, reviewing legal documents, scheduling consultations, maintaining case records, and communicating with hospitals, insurance companies, and clients with professionalism and empathy. I'm experienced with Salesforce, Litify, Clio, MyCase, Monday RingCentral, Dialpad, QUO, ALeads, Microsoft Office, and Google Workspace. In addition to my professional experience, I run my own small business, where I manage customer inquiries, order intake, social media communication, and client relationships. This experience has strengthened my communication, organization, and ability to provide outstanding customer service. I'm reliable, detail-oriented, a fast learner, and committed to helping businesses grow while delivering an exceptional experience for every client. Let's work together!

I architect the case-management, CRM, and compliance systems that regulated businesses run on every day — legal and healthcare especially — documented well enough to survive an audit. One flagship Filevine build returned a documented 3,753% ROI. Most implementations fail the same way: someone switches on a platform's defaults and walks away. I build from your workflows instead — every field, automation, and integration named in your own language, scoped in writing before anything is built, fully documented at handover. Five Salesforce certifications, 60+ platforms delivered across five countries. A systems architect, not a single-platform specialist. What I do ⚖️ Legal case management — Filevine, Smokeball, Litify, CasePeer, SmartAdvocate, Clio (Grow/Manage/Draft), Lead Docket, PracticePanther, MyCase, Lawmatics. Intake, lifecycle phases, document automation, pleading containers, matter isolation, conflict checks. PI, lemon law, family, estate, immigration, criminal, civil, appellate, corporate. 📊 CRM & automation — Salesforce, Zoho (CRM/One/Analytics/Desk), GoHighLevel, HubSpot. Lead attribution, pipeline design, workflow automation, lifecycle tracking. 🔒 Compliance from day one — HIPAA, GDPR, SOC 2, legal ethics/privilege. Audit trails, role-based access, data residency designed into the architecture, not bolted on after. 👥 Paralegal deployment — trained paralegals placed alongside the build, so the workflow runs live on launch day instead of sitting empty. Selected results 3,753% ROI — flagship Filevine PI build, 180+ fields, 24+ DocGen templates £4.5M recovered — Zoho revenue-attribution rebuild that surfaced revenue the business couldn't trace to source 262 leads recovered — NY multi-practice firm (GoHighLevel + Filevine) that didn't know it was losing them 4,400+ tasks cleared — Lawmatics rescue, plus 44 rebuilt email templates South Carolina PI (Filevine) — ~300 fields, 14 phases, 52 DocGen templates, compliance dashboards enforcing a subrogation gate and balance tracking California PI & Lemon Law (Filevine) — 17 phases, ~488 fields, Claude API document-generation integration, live from day one with a placed paralegal Florida reusable PI master (Filevine) — HIPAA-aware common layer built once, cloned per practice area at a fraction of the cost Healthcare (Zoho + JustCall) — HIPAA-aware build with Fibonacci-cadence follow-up, deliberately lean Silicon Valley M&A / corporate firm — GoHighLevel CRM + Clio integration, 51 automated workflows, full Lawmatics-to-GHL migration plus intake and content strategy across a multi-month engagement Connecticut multi-practice litigation (Smokeball) — one universal pleading container spanning criminal, civil, habeas, and appellate, so drafting stays consistent no matter what type of matter walks in Multi-attorney PI (Filevine) — 680+ fields, 54 DocGen templates; same-day demand letters and medical authorizations replaced hours of per-matter rekeying, every document pulling from a single source of truth PI + Estate Planning (Filevine) — 36 sections, 592 fields, two very different practice areas running cleanly off one structure instead of two bolted together Cross-border builds — systems calibrated to US, UK, Australian, UAE, and Indian practice, with jurisdiction-specific deadline logic and document standards baked in 🛠️ I build legal software from scratch, not just set up other people's — including a proprietary case-management platform for court systems that off-the-shelf Western tools don't support. So when your workflow needs something no existing platform does, I can build the thing itself, not just route around the gap. If your system is half-built, inherited, or running on defaults nobody documented — that's exactly what I fix. Send me your workflow and I'll tell you what it'd actually take to do it right.

Industries I specialize in - Service Industries, Law Firms, Restaurants, Health Practices, E-Commerce, Marketing, Manufacturing & Retail I also specialize in QuickBooks Online Cleanup: My biggest cleanup was for over 7 years of 6 bank accounts and 8 credit cards Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 25 years. Software Systems Experience Accounting Software: QuickBooks Online, Xero, Wave, Billcom, Expensify, Service Fusion, Stripe, Shopify, Square, Toast, Cohesion for Restaurants, Lockbox Application, Salesforce, Ramp Payroll Softwares ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex,Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Heartland, Rippling & Justworks Legal Software: Saga, TrialWorks, LawPay, Clio, MyCase, Tabs3 Full-service bookkeeping & Payroll Services for all clients will include the following - 1.Reviewing your books line by line to categorize any past transactions and reconcile your accounts 2.Ensure the accuracy of your books by maintaining your accounts throughout each month 3.Provide a seamless bookkeeping experience through communication between me and the client 4.Monitor the health of your business by running and reviewing monthly reports 5.Prepare you for tax time with a customized year-end review to hand off to your tax accountant 6.Provide ongoing support via on-demand chat and scheduled video conference. 7. Process payroll and Prepare 1099s if needed 8. Sales Tax Filing 9. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 10. I have certification in - Accounting, Bookkeeping, QuickBooks, Wave, Payroll RESUME BELOW: Work Experience Freelancer – Full Charge Bookkeeper & Payroll Clerk UPWORK Nov 2020 to Present • Performing accounting, bookkeeping, payroll & HR services to clients, companies and individuals. • Certified in QuickBooks, Xero, Quicken & Wave, Ramp • Help clients with new set up of accounting software • Help clients clean up and stay current with their accounting programs • Accounts Payable, Accounts Receivable & Collections • Lockbox processes, cash applications, purchase orders • Bank reconciliation, financial spreadsheets, budgets • Prepare, process payroll using payroll services: Paychex Flex, ADP TotalSource, ADP Workforce, Gusto & Trinet • Provide monthly, Quarterly and annual financial reporting to clients • Assist with HR matters such as hiring, onboarding and termination of employees • Assist with insurance and benefits registrations for employees and employers Director of Finance/Payroll Manager LAW OFFICES OF MICHAEL S LAMONSOFF, PLLC - New York, NY November 2005 to November 2020 • Record and monitor all the client billing and disbursements per case • Handle all the deposits and settlements into the Escrow/IOLA Escrow accounts • Bank reconciliations of operating, escrow and credit card accounts for both business and attorneys • A/P, A/R processing • Monthly, quarterly and annual financial reporting • Handle all petty cash, and oversee the billing for all the attorneys per month • Supervised department staff • Process payroll for over 60 employees • Handle all HR Matters including employee benefit packages, boarding and off boarding of employees • Prepared all yearly 1099's and monthly reconciled all payroll and benefits reports • Interviewing and preparing offer letters for all new hires • Create and update employee handbooks • Track Employees Time-sheets and Accrual Time for PTO & Vacation • Renewed all Insurance policies for the firm Accounting Manager/Full Charge Bookkeeper ROM REALTY, LLC - Long Island, NY February 2000 to November 2005 • Handle all the accounting & finances for all properties • Handle all the human resources & payroll duties including processing payroll for over 75 employees • Invoices/expense reports, payment transactions, bank reconciliation, process all incoming & outgoing bank activities • Create & maintain spreadsheets using advanced Excel functions & calculations to develop reports & lists • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company • Manage all the calendars, meetings, travel arrangements for the CEO • Prepare all the tenant leases and renewals & handle all the rent rolls • Maintain detailed administrative & procedural processes to improve accuracy & efficiency Office Manager/Bookkeeper GALMER, LTD - Long Island, NY March 1997 to Feb 2000 • Supervised a three-person clerical staff and 12 Labor Workers & Processed Payroll for all employees and contractors • Accounts Payable and Accounts Receivable, and all clerical duties • Assisted in the shipping and receiving department with documentation • Assisted in Customer Service with old and new orders, processed all incoming and outgoing orders for our products. • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company

I am a licensed lawyer from the Philippines. I am well-versed in all the areas of legal research, legal writing and litigation support. In the course of my various experiences especially as a paralegal and legal assistant, I am knowledgeable in pleading preparation, contract drafting, correspondence, federal and state court e-filings, case docketing, client communication and delivering exceptional administrative support to the attorneys and being an invaluable asset of the legal team. I have extensive experience with the following programs: • Clio Manage • Clio Grow • Adobe Pro (including E-sign, Bates numbering, etc.) • Practice Panther • Docusign • Pacer • Florida Courts E-filing portal • Proof (Notarize) • Microsoft Office (Word, Excel, Outlook, Powerpoint) • MS Teams • Lexis Nexis • CIP portal • Axon (My Evidence) • Geniushub • JAWS (Judicial Automated Workflow System) • Letter stream • Mailchimp • Google Suite • Trello • Canva • Slack • Smart Advocate • Later • Asana • GoHighLevel • Assist Zoho I pride myself on having an excellent work ethic, being extremely professional and aim to always deliver a job well done. I work both smart and hard, in a team or individually with less supervision. I look forward to working with you and helping you streamline the tasks to improve your business productivity. Feel free to reach out with any questions, I hope to hear from you soon!

I help founders and small business owners turn operational chaos into systems that run without them: clean CRMs, documented workflows, automated follow-up, SOPs, and financial visibility that let the business scale instead of living in the owner’s head. I’m a Business Operations Consultant with 13 years of institutional financial operations experience across Raymond James, Itaú International Securities, and Boreal Capital Management. I came up in regulated finance, where process errors were not an option, so the systems I build are structured, accurate, documented, and built to last. What I help with: • Operations Systems CRM build-outs, pipeline cleanup, intake-to-delivery workflows, SOPs, task tracking, team handoff processes, and owner dashboards. • AI & Workflow Automation Zapier, AI-assisted workflows, follow-up automation, lead routing, reminders, reporting systems, and process improvements that reduce manual admin without sacrificing accuracy. • CRM & Business Systems HubSpot, Flowlu, JobNimbus, ClickUp, Google Workspace, QuickBooks, BILL, and other tools that need to work together instead of creating more work. • Financial Operations Visibility QuickBooks Online/Desktop, reconciliations, month-end support, BILL, 1099s, sales tax, reporting, and bookkeeping cleanup so your operations and numbers tell the same story. • Operations Audits & Cleanups I find where time, money, leads, tasks, and information are leaking, then build the system that closes the gap. I’ve supported operations across roofing, HVAC, cleaning, real estate, legal, medical, SaaS, FinTech, and other service-based businesses that grew faster than the systems holding them together. Credentials: FINRA Series 99 | SIE | IRS Certified Tax Preparer | Licensed Life Insurance Agent Bilingual: Native English & Spanish Fully remote | U.S.-based in Miami | Responsive within hours Tell me where your operation is breaking down, and I’ll tell you exactly how I’d fix it, what should be automated, what should be documented, and what it takes to build it once so it stays fixed.