Your firm can save countless hours of unnecessary administrative burden by streamlining processes, automating workflows, and modernizing your case matter software.


    If you’re not ready to dive in fully just yet, a simple task management tool (e.g. JIRA core or Monday) can help you to track and manage the various tasks/steps within a legal process.

    Meanwhile, a dedicated legal case management and time tracking tool (e.g. Zola Suite or Clio) will make life even easier with added features such as invoicing, accounting, client/case analytics, more robust workflows.

    • Customize workflows for onboarding new clients according to case matter.
    • Collaborate on tasks and documents without duplication of efforts.
    • Assign tasks to multiple people, set due dates, and record time automatically.
    • Keep track of comments, court dates, documents, and other details related to each task.
    • Use @mentions to get someone’s attention and ask or answer a question on a particular matter.
    • Control who has access to view or edit a particular case or document.
    • See the status of your entire caseload at a glance.
    • Customize reporting and dashboards to see everything you need at a glance.

    Getting started is often the toughest part, but that’s where I come in. As a bridge between your firm and the software companym, I will:

    • Project manage the technical setup from soup to nuts
    • Tackle the customizations such as:
      • Intake forms and individual workflows by case matter
      • User permissions & restrictions
      • Client fee schedules
      • Reports and dashboards
      • Branding your invoices and email communications
      • Etc, etc, etc.
    • Train your team on how to use their new application

    Certified Zola Suite Solutions SpecialistWhile I can work with just about any software, I chose to earn my certification as a Solutions Specialist with Zola Suite, because I felt their platform was ahead of the pack. Not only is their workflow experience flawless, but despite the small-firm pricing their features and functionality are as robust as large-firm software. Plus, it’s so intelligently designed that even users who claim to hate technology are excited to start using it.

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