Custom Reports
We understand that not every report a firm needs will be available right out of the box. We can help build custom reports so that you can get the information you need as efficiently as possible.
Custom Training
We can create a customized training program for your firm. Whether it is new user training or advanced training, we can train your firm to better utilize their software.
Custom Workflows
Workflows are a group of tasks that are performed automatically within your software. We can help create and set up custom workflows for your firm. We will work with your staff to determine what processes or tasks are needed. We will then create the custom Workflows and implement them into your software.
Data Migration
Extract data from your current software and prepare it for import into your new system. Verify results once the migration is complete.
On-Going Support
We provide ongoing support via phone or email. We resolve the problem ourselves or work with the software manufacturer’s support team to get it resolved.
Software Customization
There is nothing worse than having great software with a horrible layout. From setting up the default settings to rearranging your Matter and Client screens, we can help customize your software to help you work more efficiently.
Software Selection
With our full-service software selection process, we will be with you from start to finish.
- Perform a Needs Analysis with your staff.
- Recommend the two or three products best suited to meeting your firm’s needs.
- Manage the software selection process, from coordinating demos to helping you make the final decision.