Step 1
Schedule a discovery call. In this call we will discuss your practice areas, pain points, experience, procedures and how we can help.
Step 2
After our discovery call we will provide you a written proposal for how how we can help your firm. This proposal includes a custom plan to streamline your law firm and address your pain points.
Step 3
After you’ve reviewed the proposal, have signed and paid, then we dive in! This is Phase 1. We start by reviewing your current processes and software. If you do not have a current documented process or software, we will review your current needs and make recommendations.
Step 4
We continue Phase 1 by building the automations and developing a custom SOP for your firm. During this Phase, we schedule time to review our proposed SOP with you and your team.
Step 5
After we’ve reviewed the SOP and implemented the necessary revisions, we move to testing. Once successfully tested, we go to Phase 2. In Phase 2, we complete revisions, upload documents, and finish out the automation!
Step 6
After final payment is received and delivery of the final automations and SOPS is made, we will then schedule time with your team to train them on the new procedures and how to use and implement the automations to ensure efficiency, client satisfaction and expediency!