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Jumpstart your business

Free Discovery Meeting

We will discuss your frustrations, needs, wish-list and offer our suggestions of how we can help meet your goals.

Workflow // Process Meetings

Why

We will learn about your firm, discuss your processes and make a game plan together.Β  This is where we develop a process to automate.

βœ“ No charge with contract
βœ“ 90-minutes

Basic

We will show you the basics of how to navigate and use the basic features of Actionstep. This training is for your entire team to be on the same page.

βœ“ No charge with contract
βœ“ 60-minutes

Master

We will train you on how to utilize the Workflow that we customized in your Actionstep. This meeting is for your entire company.

βœ“ No charge with contract
βœ“ 90-minutes

Coaching

This is to show you how to audit your team’s progress, manage your data and ensure that your processes are being followed.

βœ“ No charge with contract
βœ“ 60-minutes

Additional Trainings

Billing

We will train you how to invoice, manage Trust Accounts and receive payments in Actionstep. This is available with a Billing Package in your contract.

βœ“ No charge with contract
βœ“ 60-minutes

Marketing

We will train you how to how to use the Marketing features in Actionstep.

βœ“ No charge with contract
βœ“ 60-minutes

General

Let’s Chat

This is an “all-encompassing” meeting, set by your agenda, of what you want to talk about.

βœ“ No charge with contract
βœ“ 30-minutes

Logistics (CSC)

We will learn about your firm, discuss your processes, chat about your technology and make a game plan together for a successful transition to us helping you with our Professional Outsourced Client Services program.

βœ“ No charge with contract
βœ“ 60-minutes