Services

 Providing everything from lead triage, client intake and onboarding, client support, document creation, spreadsheet creation, calendar management, travel arrangements, office supply ordering, accounts payable, accounts receivable, account creation, online filing, online research and any other task you need accomplished.  Let us take both the back office daily time-sapping tasks and important repetitive tasks off your hands.  

 Skilled in establishing systems and protocols for your business that allow your company to run like a well-oiled machine.  Need to streamline your client intake process?  No problem - we can do this for you and automate it which will create a better customer experience and allow you to focus on the BIG picture in return.  What about your client onboarding process and client success plan? We can create SOP protocol for you based on your wishes and organize files in a place that makes sense.  Don't waste anymore time trying to find where the right document is and what the next steps are.  Let us help you standardize processes, as well as automate them and in turn give you more time to focus on the BIG picture.  

Having worked with various solo practitioners and small law firms, we keenly understand the importance of keeping matters confidential and creating the ultimate client experience from prospect intake to matter closing.  To date, we have worked with practitioners in the fields of Intellectual Property, Consumer Debt Defense, Business, Real Estate (transactional and litigation), Tax Controversy, and Employment. 

We can assist with administrative tasks such as client onboarding (drafting retainers, client engagement letters, legal services agreements), matter creation in law practice management platforms (Clio/MyCase/Practice Panther),  matter docketing, and client communications.  

We also have substantive experience ranging from entity formation (including drafting key corporate documents such as Bylaws and Operating Agreements), trademark application drafting and responses to office actions, real estate loan document drafting, deed drafting, agreement of sale drafting, demand letter drafting and drafting various pleadings as well as e-filing these with courts.