How It Works
Our initial consultation will outline expectations, define success, and will allow me to begin to create a tailored approach to your firm’s individualized needs.
Upon completion of our consultation, I will draft up a comprehensive action plan and present to you for review and approval. Firms can choose to move forward with a package or a la carte services. Packages are individually priced according to immersion and involvement.
An idea of service offerings are further outlined below. If you are interested in a service that you do not see listed, please do not hesitate to reach out as I may be able to assist you. Alternatively, I may be able to refer to you another trusted professional in my network.
Our Services
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Reviewing and establishing policies and procedures to make your firm run more efficiently
Organizing a firm handbook that clearly outlines these procedures
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Developing operational systems that work for you and your firm
Assessing your case management system and your firm’s utilization thereof to optimize feature usage. Can include personalized zoom training on these components
Building customized templates for frequently drafted documents, personalized intake forms, and other forms
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Reviewing employee performance and practices to determine areas where efficiency may be lacking and why
Offering strategies and support to aid employee improvement
Assisting with training current employees and onboarding new employees with the framework that we aid you in developing
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Assisting in implementing organization and uniformity across case files
Offering strategies and solutions for office setup and organization to maximize workplace efficiency
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Offering strategies on how to lead your team to continued success
Assisting with facilitating communication between attorney and staff to optimize relationship and cohesiveness