Let Us Do The Heavy Lifting of Software Selection

We’ve completed in-depth evaluations of different cloud-based Law Firm Automation solutions.. These products offer a wide range of features, functionality, customizability and user interfaces—and we know the reasons they’re good or not-so-good.

Which solutions are best for your firm? Until we learn about your practice and map out your workflows, we don’t know. But once we do our homework, you can rest assured that the recommended options will meet your needs and integrate smoothly with your actual business practices.

Products we work with include:

Services We Provide:

Workflow Creation

Conduct needs analysis meetings with your staff to determine which features and functionalities your firm requires of the new software. Create detailed workflows of your intake and practice area processes.

Software Selection

Recommend the two or three products that are best suited to meeting your firm’s needs. Manage the software selection process itself, from coordinating demos to helping you make the final decision.

Project Management

Orchestrate a smooth transition from your current software to cloud-based Practice Management and Time Billing software.

Data Migration

Extract data from your current software and prepare it for import into your new system. Verify results once the migration is complete.

Software Customization

Set up the database defaults, design the screens, lay out the invoices and other forms, customize the reports, and so forth. Get all the basics the way you want them before you go live with the new software.

Staff Training

Provide in-depth new user and advanced training that all goes far beyond the free support provided by the manufacturer.

Custom Projects

Create additional workflows, reports or screen designs; document automations; or complete other special projects as requested.

On-Going Support

Provide as-needed client support and trouble-shooting via email or phone. Either resolve the problem ourselves or work with the manufacturer’s technical support team to get it resolved.