Streamline Your Law Firm’s Financial Operations With Expert Support

Get expert guidance to select and integrate the right tools for your firm’s unique needs.

Book My Strategy Call

Full Name

Law Firm Name

Is a Short-Staffed Back Office Holding Your Firm Back?

You work hard to grow your firm, but your finance operations might be holding you back. When billing, trust accounting and reporting aren’t running smoothly, the impact shows up in more ways than one.

Here’s where we see firms struggling most:

Administrative Overload: Finding the right people can be challenging, as can ensuring critical back-office activities are completed on time and to a high standard.

Unpredictable Cash Flow: Slow collections and invoicing delays make revenue hard to manage.

Trust Compliance Risks: Errors in reconciliation or tracking can expose your firm to audit issues and client concerns.

Limited Financial Visibility: Without accurate reporting, you’re left guessing instead of planning with confidence.

Law firms who work with Octopoda increased the number of bills sent each month by 35% and decreased payment days by 15 days.

Our Financial Support Services

Billing

From pre-bills to final invoicing and e-bill submission.

Trust Accounting & Reconciliations

Stay compliant and error-free with expert trust fund oversight and reconciliation support.

Month-End Close & Reporting

Gain real-time insights into profitability and make smarter, data-driven decisions.

Virtual CFO Services

Strategic financial planning, forecasting and performance optimization to help your firm grow with confidence.

BOOK MY STRATEGY CALL

About Octopoda

Founded by business optimization expert Daniel Bowlzer, Octopoda helps law firms navigate today’s dynamic legal landscape. We uncover inefficiencies, integrate advanced technologies and design workflows that drive efficiency and sustainable growth. With a global footprint and a results-driven approach, we turn complex challenges into streamlined solutions, faster and more effectively than ever.

Our Proven 3-Step Approach

We don't just install software. We ensure it delivers measurable improvements to your firm's efficiency and profitability.

Assess

Before selecting or implementing software, we evaluate your firm's current operations to identify inefficiencies and areas for improvement.

Action

Once we’ve defined the best solution, we execute a seamless transition to your new platform, whether it’s Clio or another leading legal software.

Assure

Technology should evolve with your firm’s needs. We provide continuous support to ensure your system delivers long-term success.

Why Firms Choose Octopoda

We bring financial clarity, faster results and legal-specific expertise, so your systems run smarter, not harder.

"Before Octopoda, we were buried in manual processes and outdated workflows. Their team helped us streamline processes and gave us real visibility into how we operate. It's been a huge step forward."

- Matt, CEO of Taylor Vinters

"Octopoda brought structure and clarity to what used to feel like organized chaos. They worked closely with our practice groups, kept the rollout smooth, and made sure everything just worked. It was a hands-on, pragmatic and positive process."

- Chris, Head of Operations of MayoWynneBaxter

"I was skeptical at first, but they really took the time to understand our operations and our people. They didn't just bring in best practices, they tailored everything to how we work. Now, we're running leaner and with way less friction between departments."