Stop letting administrative overhead eat into your billable time. We build the systems that make your firm run tighter – so your team spends more time doing the work clients pay for.
Versions of documents across email, a shared drive, someone's desktop, and a matter management system that nobody fully uses. Client data is everywhere – and finding it takes time that should be billable.
Time entries that don't make it into billing. Invoices assembled by hand at the end of the month. Clients who don't pay until they're followed up with – three times. Billing should be automated. Collection follow-up definitely should be.
New client intake done by email, maybe a PDF form, definitely some phone tag. Conflicts checks by memory. Engagement letters sent manually. First impressions matter – your intake process sets the tone for the entire client relationship.
Sensitive client documents shared over regular email. No encryption. No access controls. Depending on your vertical, this creates compliance exposure – and regardless, it's a client trust issue waiting to happen.
Legal: Professional Responsibility & Bar Rules
Attorney-client privilege extends to your technology environment. We implement the technical safeguards that keep you on the right side of your state bar's technology competence requirements.
Accounting: SOC 2 and Data Handling
CPAs and financial advisors handling client financial data need documented controls. We help you implement and evidence the controls a SOC 2 Type I or Type II assessment will look for.
Consulting and Advisory: Data Protection
If you hold confidential business data, you have implicit obligations to protect it. We implement encryption, access controls, and incident response procedures that hold up under client scrutiny.
Secure Document Exchange
Client portals with encrypted document exchange replace emailed attachments. Clients appreciate it. Auditors require it. It takes one week to deploy.
Access Control and Offboarding
When staff leave, do you know every system they had access to? We document, monitor, and automate offboarding so former employees can't access client data from their next job.
Managed IT
Complete IT management for your firm – endpoint security, network management, and staff support.
Learn More Billable HoursAutomation
Automate intake workflows, billing triggers, document generation, and follow-up sequences.
Learn More SecureWebsites & Apps
Client portals, intake forms, and secure document exchange – integrated with your practice management system.
Learn MoreBook a free discovery call. We'll map your current admin workflows and identify what should already be running automatically.