Resource Directory
We are constantly looking for ways to help our Solo and Small firm attorneys be successful. If you are concerned about comingling of funds and compliance regarding clients, or if you want a dedicated banking representative, or how to present a professional website, image or communication messages or how to more efficiently, and cost effectively, run a practice, we have some resources you can explore.
If you have needs we should know about, please send your suggestions to: info@calawyers.org.
Accounting and Bookkeeping
Lynn Lizarraga, Senior Business Relationship Manager with JP Morgan Chase
Strategic banking solutions tailored for legal practices, featuring cash flow optimization, treasury services, and lending solutions to support daily operations. Learn More
Gilbert CPAs offers CLA members a complimentary 30-minute Financial Strategy Consultation, a personalized session to review your current accounting processes and provide tailored recommendations and practical insights to enhance efficiency, strengthen reporting, and support your company’s financial goals. Learn More
Free for CLA members, Smokeball Bill is a comprehensive trust and billing software that streamlines time tracking, invoicing, and online payments while ensuring compliant trust accounting. Learn More
Banking
Lynn Lizarraga, Senior Business Relationship Manager with JP Morgan Chase
Strategic banking solutions tailored for legal practices, featuring cash flow optimization, treasury services, and lending solutions to support daily operations. Learn More
Business Insurance
AMBA provides insurance solutions specifically for California attorneys. By collaborating with top providers, AMBA offers plans featuring specially negotiated coverage designed to meet the unique needs of legal professionals in the state. Learn More
Financial Advisor
The MosaicPointe Wealth Management Group at Morgan Stanley
The MosaicPointe Wealth Management Group, part of Morgan Stanley, specializes in personalized financial strategies, including family wealth management, retirement planning, estate planning, and business succession. With a team of experienced advisors, they offer a tailored, goals-based approach to help clients achieve financial confidence and long-term success. Learn More
IT/Web Security
Start with a complimentary Cyber Readiness Assessment to ensure you’re protecting your firm and your clients’ sensitive data from today’s evolving cyber threats. CLA member rates starting at $77/month. Learn More
Legal Research
vLex Fastcase
vLex Fastcase is the leading next-generation legal research service that puts a comprehensive national law library and powerful searching, sorting, and data visualization tools at your fingertips. Access the same primary and secondary sources as Westlaw and LexisNexis for free with your CLA membership.
Marketing/Communications
Free 30-minute consultation and special member pricing to transform your practice with effective marketing content, and expert storytelling from a professional with more than 20 years of experience, and a focus on the legal sector. Learn More
Rojas Photography provides CLA members with high-end, professional headshots and team portraits designed to build trust and elevate your firm’s brand. Learn More
Practice Management
MyCase empowers solo and small firm attorneys with an all-in-one platform for case management, client communication, billing, and document organization. Save time, stay organized, and grow your practice with tools designed to simplify your workload and enhance client service. Learn More
Clio is the global leader in cloud-based legal technology, offering solo and small firm attorneys in California AI-powered tools for client intake, case management, document automation, payments, and more. Its unified platform is designed to simplify operations, save time, and help you focus on growing your practice. Learn More
CLA members receive exclusive savings on Smokeball, a powerful practice management platform built for small law firms. Manage tasks, automatically track time, organize documents, and streamline daily workflows. Learn More
Secured File Sharing
Verifyle Gold, the premium platform for ultra-secure file sharing and messaging, at 50% off the normal price to CLA members. Learn More
Technology
Dell Technologies offers solo and small firm attorneys exclusive savings on laptops, desktops, monitors, and more, starting with an additional 5% off select products. Enhance your practice with tailored IT solutions, free consultations with Dell Tech Advisors, and flexible financing options to keep your firm productive and secure. Learn More
Virtual Assistant
Ruby’s 24/7 virtual receptionist and live chat services are perfect for solo and small firm attorneys looking to capture leads, manage client communication, and maintain a professional image. With features like bilingual answering, appointment scheduling, and integrations with tools like Clio and MyCase, Ruby helps you stay connected and efficient without the need for extra staff. Learn More
Add your company to the Solo and Small Firm Resource Directory by emailing development@calawyers.com