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


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


Providing the tools and experience needed to support your progress and continue your success.

Actionstep Training

Actionstep Basic and Advanced Training | Actionstep Billing Training and Implementation

Actionstep Setup and Customizations

Whether you currently utilize Actionstep or not, we can migrate data from another database to Actionstep and customize the processes in Actionstep to reflect your internal office processes.


We can automate intakes, documents, drafting, tasks and calendaring inside of Actionstep for you, increasing your workload capacity.

Process Management

We specialize in process management.  We will evaluate your current processes and show you where tasks can be streamlined, left-alone, or eliminated all-together.  Decreasing wasted time increases time for revenue generating tasks.

Virtual Assistant

Our entire team has worked in Elder Care law firms so, we know the struggles finding time to communicate with clients or prospects.  We can make follow-up and confirmation calls for you as well as send out emails and letters on your behalf!  >>> read on

Who We Are

We know the frustrations of managing day-to-day operations while trying to solve problems, improve processes, grow your business and still manage to get your work done.  Our experience and unsurpassed support means that you can focus on your clients while we take care of the rest.

We specialize in process improvement, Actionstep customizations, automation and time management.  Whatever you need, we’re here 24/7, 364 days a year (hey, we can take one day off right?).

How We Are Different

We have worked in an Elder Law firm 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.

Our goal is to learn about your firm and consider your processes, frustrations and future goals to implement a streamlined and efficient process within your office.

Not sure what Actionstep is?  Watch this brief introduction video .


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