Services

We Solve Problems

What Can We Do For You And Your Law Firm?

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Setup

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Coaching

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Consulting

Done-For-You Setup Services

Systems We Work With:

MyCase

DocketWise

Lawcus

Lawmatics



ClickUp

Flowlu

Trello

& more

The Systems Edit University™

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?

Schedule FREE Discovery Call

We Have Your Answers

Frequently Asked Questions

We offer complimentary Welcome Letter and Closing Letter templates with the Done-For-You 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 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.

The financial investment for the Setup Service packages depend on the software that you would like set up. Custom services are also available. Click here to schedule your Discovery Call.
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. This is the time for you to pick my brain. The Strategy Sessions Package is a 6-month package that includes monthly Success Calls.

For the Done-For-You 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 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.

Click here to schedule your Discovery Call.

We do not offer data migration services.

Yes. We are a referral partner to MyCase, Case Status, and Lawmatics.

Do You Want Increased Efficiency In Your Legal Practice Management Systems?

If you need more efficiency in your systems or just don’t have any, we can help.

Contact Us