Services

  • New Office Toolkit
  • Financial
  • HR
  • Facilities
  • Client Services
  • IT
  • General Mgmt

New Office Toolkit

When you are ready to set-up your own practice why spend countless hours preparing your "to do" list, interviewing vendors, overseeing the office set-up, moving and so on when you can use our services and our New Office Toolkit to streamline your office set-up.  We have the tools to set-up your new office so you can practice law and minimize any loss in your productivity.

 

Financial Management

We offer a variety of financial services by the hour or for a monthly flat fee.  You determine what works best for you.

  • Accounting

    • Deposits, Checks, Accounts Payable, Payroll, Bank Reconciliations, Trust Accounts.

  • Billing

    Time entry, Prebills, Final statements, E-billing.

  • Financial Statements

    Balance Sheet, Profit & Loss Statements.

  • Budgeting

    Assist in preparation of your annual budget and reporting.

  • Profitability Analysis

    We can determine profitability at the attorney, practice section, office or client level.

  • Financial Forecasting

    We can assist you in preparing a financial forecast to determine cash flow on a monthly, annual or long-term. We can show you a snapshot of what your firm will look like five years from now.

  • Internal Controls

    Let us assist you in establishing internal controls and systems to validate the integrity of your numbers, circumvent theft.

  • Collections

    Manage your accounts receivable with our systems so you are paid for the work performed.

  • Overhead Analysis

    Are your expenses down to the bare bones?  If not, call us to review your operating expenses.  We have been successful at trimming the excess fat.

Human Resource Management

  • Staffing Needs

    • Hiring, counseling, terminations, workloads.

  • Policies & Procedures

    • Let us provide you an employee handbook that fits the culture of your firm.

  • Performance Evaluations

    • Development & implementation.

  • Training

    • Legal Administrator, Technology, Sexual Harassment, Substance Abuse, Ethics, Professionalism, Conflict Resolution.

  • Attorney Recruitment

    • Recruit and assist in the selection of new attorneys.

  • Employee Grievances

    • Conduct investigations and mediate disputes. Respond to TWCC.

  • Legal Compliance

    • HIPPA, ADA, FMLA, personnel records.

  • Job Descriptions

    • Job Analysis, Job Description, Job Consolidation.

  • Benefits

    Coordinate benefits program including health, dental, vision, retirement, HSA, 125 Plans, 529 Plans.

 

Equipment, Facilities & Office Services Management

  • Office Moves

    Plan & execute firm moves including design of space usage, installation of systems, coordination with vendors.  Also internal moves.

  • Equipment

    Buy vs. Lease decisions for copier, computer, fax, printer, telephone.

  • RFPs

    Prepare, solicit, review requests for proposals for major purchases.

  • Maintenance

    • Review, negotiate and monitor service contracts.

  • Vendors

    • Evaluate vendor services.

  • Space Planning

    • Analyze economic conditions for space planning needs.

  • Disaster Recovery Plan

    • Prepare and administer disaster recovery plan.

  • File Management

    • Develop and administer central files and off-site records management.

  • Safety & Security

    • Ergonomics, Internal Safety.

  • Office Services

    Manage fax, copy, messengers, shipping, housekeeping.

Client Services and Marketing

  • Marketing and Business Development Plans

    Develop and administer attorney and firm marketing plans.

  • Brochures

    Coordinate the preparation of marketing collateral.

  • Websites

    Assist in the coordination of website.

  • RFPs

    • Assist attorneys in responding to client request for proposal for legal services.

  • Client Surveys

    • Preparation and follow-up of client needs and perceptions.

  • Cross-marketing

    • Coordinate cross-marketing plan with existing client base.

  • Firm Retreats

    • Work with Managing Partner in preparation of agenda and material for partner, attorney or client retreats.

  • Public Relations

    • Prepare and coordinate press releases for new attorney announcements, firm successes, case wins.

Information Technology

  • Technology Plan

    • Develop, implement and update overall technology plan for the office.

  • Equipment & Software

    • Analyze and recommend equipment, software and vendors for utilization by the firm.

  • Maintenance

    • Oversee day-to-day maintenance and needs of attorney and staff regarding technological needs.

  • Training

    Coordinate software training programs for attorneys and staff.

General Management

  • Day-to-Day

    Manage your day-to-day operations as needed. 

  • Client Intake

    Establish intake procedures for new clients through the use of Fee Agreements, Conflicts, Risk Analysis, Billing Procedures.

  • Business Plan

    Let us assist you in writing a business plan and developing your long-term strategic position.  Define and explain organizational strengths and weaknesses for strategic planning purposes.

  •  Business Insurance

    Coordinate and administer professional liability insurance, workers compensation insurance, general liability insurance.

  • Operational Procedures

    Develop, implement, monitor and prioritize operational systems, procedures and policies.