Services
We Solve Problems
What Can We Do For You And Your Law Firm?
Setup
Coaching
Consulting
Done-For-You Setup Services
Systems We Work With:
MyCase
DocketWise
Lawcus
Lawmatics
Airtable
Flowlu
Trello
& More
The Systems Edit University™ (Coaching Services)
6-Week Workflow Setup Intensive
Consulting Services
What We Do
Tell Us Your Challenge, We Deliver A Solution.
Are your practice management systems and processes disjointed?
Are you using the proper tools, apps, and systems to streamline your client’s experience?
Are you using your tools, apps, and systems to their full capabilities?
We Have Your Answers
Frequently Asked Questions
We offer complimentary Welcome Letter and Closing Letter templates with the Done-For-You Full Systems Setup service. However, we do not offer any other document templates because we service law firms in numerous jurisdictions with differing compliance rules. For the same reason, we do not offer pre-made practice-specific workflows, but we work with our clients to set up workflows specific to their law office practices.
No. The Welcome Letter and Closing Letters are complementary templates for our Done-For-You Full Systems Setup clients.
For Done-For-You services, you should gather your existing checklists and workflows that your firm uses to process a case. If you work off of memory, you should put to paper what you have memorized. This should be done prior to your Project Start Date but no later than your scheduled Onboarding Meeting.
During your Strategy Sessions, we will discuss your questions about your practice or project management system and design a personalized strategy for you to implement. Let us support you as you setup and implement your system(s). The Strategy Sessions Package is a 6-month package that includes monthly Success Calls. Sign up here.
For the Done-For-You Full Systems Setup service, the process includes:
- Step 1 – Onboarding Meeting
- Step 2 – Content Gathering from Client
- Step 3 – Clarity Meeting
- Step 4 – Set Up & Test
- Step 5 – Review Meeting
- Step 6 – Client Test Drive
Please schedule a Discovery Call for additional information about the process.
Training is generally not included in the Done-For-You Full Systems Setup service. However, during our Review Meeting, we will go over the features that were set up and look at using those features with a test case. If you need additional assistance, we can discuss available options. Also, each practice management software generally has a library of help articles and videos on using their services. I encourage you to access that assistance as well.
Yes! Your VIP Day package will consist of pre-work prior to your scheduled VIP Day and setup services during your VIP Day.
We do not offer data migration services.
