FREE Prospective Goal Calculator

You know the financial goal you need to hit every month to pay your bills. This calculator will tell you how many Initial Calls, Consultations, and Engagement Agreements you need each month to meet your financial goal!

We Excel @ 
Technology Solutions

We are your go-to when it comes to legal software, workflows, efficiency, processes, and time management solutions.  We support Actionstep, Clio, Calendly, and Zapier.

Improve

You realize there are better ways to operate your business. We know the technology and trends in workflows and legal software to generate improved success within your company.

Enhance

Our services are on a global scale with a “small business” focus. Our systematic approach allows exponential growth in client management and office efficiency.

Sustain

Providing tools and experience needed to support your ongoing progress and continued success.

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Intelligent Solutions

We have worked in law firms for many years and know the internal frustrations of managing and running a law firm. We take that expertise to guide you and your team into greater efficiency and profitability using legal software and workflows. Combining tools of streamlined processes and a legal database like Actionstep CRM, your company is able to excel.

Intelligible Options

Our options are never one-size-fits-all. We ensure our services are tailored to suit your company.

Present-day Advantages

We have helped countless teams get out of their “rut” and actually enjoy working again. Actionstep CRM legal software workflows and functions makes the workload light to increase productivity.

High Perfomance

We are highly focused on your goals and leading you to superior business results.

Actionstep

Data Migration/Setup
Document Automation
Task/Calendar Management
Custom Workflows

Integrations

Office 365 / G-Suite
Court Form Automation
Calendly Online Scheduling

Team

Team Coaching
Process Management
New Employee Training

Our References