Actionstep Basic and Advanced Training | Actionstep Billing Training and Implementation
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.
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.
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
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?).
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 .