We develop legal workflows and automated task lists for all practice areas, helping you and your staff prioritize your tasks and work ahead of schedule. We believe that efficient workflows can transform your law practice. We are helping change the status quo that law firms are constantly operating in a “last minute” manner.

We perform custom build-outs of your case management system(s) such as Clio/Clio Grow, Mycase, Lawcus, Practice Panther, Monday, Asana, etc. Don’t know which practice management system will work best for your firm? Let us guide you through the process to ensure your firm picks the product that will work best for you. We manage the implementation of new systems and software and guarantee you are set up for success and are getting the most of out of the practice management system that you choose.

We help reduce the amount of time that you and your staff spend drafting legal documents and pleadings. We create or update your firm’s document template portfolio, so your most commonly used documents are in an easy-to-fill out format.

Did you hire a paralegal or legal assistant? Are you adding a new practice area that your current staff is not familiar with? We provide training to your legal support staff by providing them with the information, tools and resources to perform their job efficiently and precisely. We prepare employee handbooks to ensure that all departments of your firm operate in a consistent manner for years to come.

An easy way to keep your clients up to date on their legal matters, while maximizing your law firm’s cash flow, is by billing your clients on a regular basis. We help you streamline the firm’s billing & invoicing process with the goal of improving your cashflow, decreasing your past due accounts, and increasing the likelihood that your clients will pay you in a time efficient manner.

We streamline your client intake process to ensure maximum client retention by creating an intake workflow that includes client-friendly intake forms and questionnaires, and ensuring you have a sustainable internal process for providing regular case updates and communications to all existing clients. We believe that in addition to providing excellent legal services, law firms should also provide great customer service with the goal of increased client retention and referrals.