WE CRAFT
LAW FIRMS
THAT SUCCEED
We are a Full-Service Operations Partner.
A Managed Solutions allow you to focus purely on practicing law.
Starting or growing a law firm is exciting, but the business side -the tech,
the setup, the daily operations- can quickly become overwhelming.
You went to law school to practice law, not to become an IT expert or a Marketing guru.
That's where we come in.
We handle all the complex operations, tech, and systems so you can focus purely on your clients and practicing law.
WE ARE NOT:
Selling Leads
Selling Retainers
Selling Referrals
Selling Websites
Performing Accounting or CPA Services
Performing Legal Services or Practicing Law
A Substitute for the Supervising Attorney
A Percentage-Based "Partner"
RISKING YOUR LICENSE
Just a "Digital Marketing Agency"
Just a "Technology Consultant"
WE ARE:
Your Firms Dedicated Owner's Rep & Operations Director
Your All-in-One Solution for Law Office Start Ups or Firms Looking to Grow
Building & Managing -YOUR- Website, Social Media Presence, Online Reputation, Marketing Campaigns.
Performing Systems Administration, Tech Implementation & Automation Management for -YOUR- firm or offices.
Ongoing Support & Training for your staff.
Another Compliance Shield (Standard based on FL, TX, CA, NY rules)
Why This Matters to You
We Set Up the System: We set up and manage the tech, but a CPA handles your taxes/advice, and your staff handles your cases.
Your License is Safe: We don't interfere with the legal work. We manage the firm, not the cases.
Clear Boundaries: You are the boss. We follow your direction for operations. Together we can establish policies and procedure manuals to then implement and enforce, for both your personnel and your technology systems (aka "Tech stack".)
Compliance First: Our setup includes an 'Another Compliance Shield' - Standards based on FL, TX, CA, NY state bar ethics & rules.
Start to Finish Solution: We can handle everything from the "consumer facing - front of house", to "back of house - internal" policies, procedures, tech stack, system administration and more.
It belongs to you: We build -you-, your own systems. Generate your own leads, your own clients, and your own referrals. We are your in-house team and support system.
Built on the Toughest Bar Rules in America.
Your firm's entire operational infrastructure designed to exceed the combined ethical demands of Florida, Texas, California, and New York.
Local Compliance is Not Enough.
Managed Solutions for Total Peace of Mind
We are your dedicated, all-in-one operations team, building the infrastructure you need to run an efficient, compliant, and profitable practice.
The Operational Systems
Implemented, Connected, and Managed
We eliminate the paralyzing decision of choosing technology.
We have already researched, built, and tested numerous law firm software solutions and their pricing to deliver a complete, start-to-finish system. We make it most cost-effective and easy to use.
Practice Management: We set up and manage your system for handling cases, billing, time tracking, templates, document storage, calendars, e-sign, client communications, workflows, and automations.
Operational AI: We setup A.I. to quickly summarize, categorize, and search client/case files, automatically prioritizes tasks and flags deadlines, and deploys tools that draft, respond, or suggest replies to routine queries, saving staff hours every day.
Billing, Payments & Accounting: We implement and connect tools to ensure trust and operating account funds are handled correctly and compliantly. Automatically links transactions to the proper case matters, vendors, and staff. Flexible Billing (contingency, flat fee, hourly, etc.) Invoice by e-mail, text, or log in person payments. All integrated with shared CPA access.
Court Docket & Filing Sync: We integrate tools to send, receive, and sync with court dockets and public records. This ensures your case files are always up-to-date and your team is instantly notified of new filings or deadlines.
Systems Administration & Automation: We perform the tech implementation and manage the users, roles, permissions, and automation, so mundane tasks (like on-boarding new staff, their email accounts, signatures, follow-ups, new client intake, and billing) happen automatically.
Ongoing Support & Training: As your firm grows, we provide ongoing support and training for your staff on how to use the systems we've put in place.
Another Compliance Shield: (Standard based on FL, TX, CA, NY rules): We set up your systems and procedures to adhere to basic ethical rules regarding client funds and firm operations, giving you an added layer of security.
Additional service specific & customizable solutions - Immigration, Real Estate Settlement, Title Insurance, Personal Injury etc..
The Marketing Systems
Attract, Convert, and Retain Clients
We build your professional digital presence and the systems required to consistently generate and manage new business across all platforms.
Full-Service Content Production: We can manage the entire creative process, including ad creatives, camera teams, producers, modeling agencies, and graphic designers.
Advertising Management & Distribution:
- Websites, social media, & online ads.
- Search Engine Optimization (SEO), Local Service Ads (LSA), and LLM optimization (ensuring AI searches find your firm).
- Content Services like Spotify, Youtube, TikTok & more!
- Streaming services like Disney+, Amazon Prime Video, Hulu and more!
- Flyers, brochures, and print collateral.
- Public transportation (bus ads, bus stops, taxis), and billboards.
Marketing AI & Automations: AI virtual assistants instantly engage potential clients 24/7 via phone, text, social media, or website chat widget. We build automated workflows and AI-driven sequences to qualify leads and book consultations directly into your calendar.
Reputation Management: We can actively manage your online reputation, including requesting reviews and promptly replying to reviews.
Client Relationship: We build your intake forms, marketing funnels, websites, business profiles, social media, communication sequences & follow-up campaigns, ensuring no potential client falls through the cracks.
Advertising Compliance: We establish and integrate systems, policies, and procedures that adhere to the strictest ethics and rules regarding attorney advertising, especially when operating across state lines (often based on standards found in FL, TX, CA, and NY).
- Bar Submission & Review: We can help manage the process and workflow of submitting advertising materials to local bar associations for review where required, ensuring your compliance is proactive, not reactive.
- Required Disclaimers: We ensure marketing materials include necessary ethical and required language.
- Performance Tracking & Optimization: We implement systems to continuously track and report the performance of all marketing and advertising campaigns, allowing you to see which channels are driving the best clients for the lowest cost and optimize your spending.
-Record Keeping: We help you maintain proper Record Keeping to archive and track advertising campaigns, making it easy to satisfy bar association record-keeping requirements and provide an audit trail.
The Result:
Solutions that allow you to focus purely on practicing law. You gain the efficiency of a big, established firm without the headache of building it yourself. Your clients are happy, your systems are kept running, and you are focused on law.
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