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Improve

You realize there are better ways to operate your business.  We know the technology and trends 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 the tools and experience needed to support your progress and continue your success.

Actionstep Setup and Training

Actionstep Basic, Advanced, Billing and Marketing Training and Implementation

We build processes in Actionstep for Estate Planning, Guardianship, Probate, Trust Administration, Medicaid, Criminal Law, Business Law, Family Law, Personal Injury, DUI…you name it, we can help!

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 import your data from TimeMatters, Abacus, Amicus, ProLaw, Clio and any other database you are using…or just from an Excel sheet!

Actionstep Automation

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.  read more >>

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 video introduction.

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