What we do

Jumpstart your business

Thought about improving your back office? Talk to us about Actionstep.


33% includes taking your current way of doing business and altering course or improving. We guide you through that. We know how.


33% is to enhance what you have built. We help you do that through new technology like Actionstep and more refined and efficient processes.


33% is maintaining what you have created. We help you constantly grow and improve on what you have built. We are pretty good at this!


If you follow our steps to improve, enhance, and sustain, you will generate 100% success. We are masters in process management, database implementation and helping you improve efficiency.

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.