Our Services

- We will start by working with you to assess your processes and identify the best candidates for automation. We will define benefits and set the goals.
- Our development team will program automated workflows, using automation function in your Practice Management system, or by implementing Zapier if you do not have one.
- We will also embed intake forms, eSignature, document merge fields and other useful functionalities in your processes.
- If you are interested, we can also implement marketing automation using email campaign management software and integrate it with your Practice Management system.
- Automated workflows, integrated into your practice.
- Detailed manual that describes the new processes, automations and rules.
- Setup and integration of other services (e.g., Intake Forms, eSignatures) into your processes and systems.
- Training and ongoing support.
Any size law firm. Several packages are available to customize the engagement to your size, practice, and technology aspirations

- Our process begins with a discovery phase, including a detailed questionnaire, a review of your IT spending, and clarification calls.
- This will allow us to tailor a half-a-day in-person or online strategy session with you (and your tech team if you have one), where we'll evaluate your current technology adoption, identify most promising technology investments, estimate benefits, and create a technology roadmap.
- Overall perspective on your technology adoption compared to peers, identification of gaps and opportunities.
- High-level assessment of improvement opportunities through automation and better technology use.
  Longer-term roadmap for improving the technology use in your Law Firm
From solo practitioners to <10 members law firms (pricing is adjusted to the firm size)

10 hours per week for a minimum of 60 days of ongoing engagement with you and your team to translate your vision into ongoing tech projects.
- Drive execution and overcome obstacles: Continuously seek and implement new opportunities to achieve tech-based goals and address roadblocks as they arise.
- Provide ongoing progress reporting: Deliver weekly reports to you on mutually agreed-upon performance indicators.
- Identify and hire key roles: Pinpoint the essential tech positions needed to drive your success through technology; help interview and manage qualified candidates for technology-focused roles.
10+ members law firms with a small internal (or outsourced) technology team that requires an experienced tech leader for guidance and planning