What we do

Let's make your company great together

Legal and Business

We are pretty great at what we do so you can be pretty great at what you do!
We offer technology solutions for your company to boost productivity, capacity, and efficiency.

  • Actionstep (Certified Consultant)
  • Clio Manage and Clio Grow (Partner)
  • LawMatics
  • Practice Panther
  • Calendly
  • Zapier

What we do


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


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


Team Coaching
Process Management
New Employee Training

Areas of law include:

Estate Planning, Elder Law, Probate, Trust Administration, Guardianship, Medicaid, Personal Injury, Business, Transactional, DUI, Ligitation, Bankruptcy, Civil Rights, Criminal, Family and so many others.

We specialize in process building, lean management, Actionstep implementation and support and creating custom workflows that work for you!

Our Honesty

We tell you yes or no whether something can be done. We charge flat or hourly fees, your choice. We keep you in the development process. This is YOUR project that we are supporting you in.

Lose your limits

We have found “inside the box” to be too restricting. We think outside the box and develop solutions that work for you based on YOUR goals.

The Support

We are here for you through email, phone, screen shares, support tickets and contacting Actionstep on your behalf. Support shouldn’t have to be difficult.

Our Expertise

We have 54 years of combined experience in business operations, legal work, lean management, programming, customer service, and coaching teams.