Services

Client Intake Support

We take the stress out of client intake by handling it all for you. We create easy-to-use intake forms, schedule consultations, send reminders, and make sure consultation fees are collected before the schedule consultation. This means fewer no-shows, faster onboarding, and more time for you to focus on your cases.

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Marketing & Intake Insights

We analyze how leads are converting, track where clients drop off, and provide simple reports with clear insights. With better data, you can make smarter marketing decisions and grow your firm with confidence.

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Onboarding & Engagement

We make onboarding smooth and professional. We prepare and send engagement letters, follow up on signatures, and help collect key info for conflict checks. We also support retainer payment collection, so clients are fully onboarded without delays. You stay in control while we handle the details.

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Custom Solutions for Your Firm

Every law firm is different—and we’re here to support your unique needs. Whether you need help with a specific workflow or want to streamline a new process, we offer flexible, add-on services tailored to how you work. Just tell us what you need, and we’ll build a solution that fits.

Case Management & Systems

Wekeep your systems organized and your data up to date. We enter client details directly into your case management software, track leads and retention, and monitor referral sources. We even send handwritten thank-you cards to referring attorneys—helping you build strong relationships while staying focused on your legal work.

Paralegal Services

Do you need help calendaring hearings, keeping up with deadlines, discovery, putting together exhibit binders for trial or drafting documents?  Schedule a quick call to discuss how we can help you.  

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