Our Services
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 Practice
Start-Up:
Whether you are an experienced attorney or new graduate, setting
up your own practice can be a challenging experience. There
are hundreds of details to attend to, and you will benefit
from an experienced set of hands providing assistance. Thoughtful
selection and set-up of technology, including telephone, voicemail,
computer hardware and software, and other equipment, can make
an incredible difference in your future efficiency and bottom
line. Implementation of proper practice management procedures
can help you avoid ethical blunders and even malpractice claims.
Our assistance is available in these and other areas, including
office layout, selection of furniture, staffing and securing
of benefits, design and development of marketing materials,
selecting and setting up your accounting system, and more.
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Financial
Management:
 Improving
profitability at all levels of a law firm often requires a
multi-faceted approach. We will assist you in developing and
reaching your financial goals by reviewing and fine-tuning
any combination of the following areas:
- Productivity
- Pricing of legal services
- Account receivable management
- Billing
- Cash flow management
- Management reporting
- Compensation planning and administration
- Hiring and training staff
- Selection and implementation of time & billing software
- Selection and implementation of case management software
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 Marketing
and Strategic Planning:
We can help you create a realistic and achievable strategic
plan which will provide for sustained growth and increased
profits, expansion of a healthy client roster, and the development
of effective marketing materials and related projects. We
can assist your firm directly or will help you identify and
work with key vendors for full-service assistance in:
- Web site creation and hosting
- Brochures and newsletters
- Branding
- Publicity and public relations
- Special events
- Seminars
- Client surveys
- Individual coaching
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 Mergers,
Acquisitions and Affiliations:
Growth solely for its own sake makes no sense. Unless the
expansion of your firm creates a synergy which makes one plus
one equal three or more, your efforts and their results will
most likely be very disappointing. We can help you assess
the risk/reward ratio of a potential merger or acquisition,
and assist you as you move forward by providing a variety
of services including:
- Performing due diligence to identify areas of compatibility
and incompatibility
- Determining which strategy will be most effective
to achieving firm growth
- Identifying potential partners
- Creating a successful plan for integration
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 Technology:
Without forethought and planning, your firm may wind up wasting
huge economic resources on technology which does not provide
a good return on investment. Proper implementation of technology
can and should provide your firm with a strategic advantage.
We are experienced in networks, PCs, telephone and voicemail
systems, billing systems, document management systems, and
more. Whether your project is to purchase and set-up one new
computer or a network of a hundred computers, we can assist
you by providing a range of services including:
- Evaluation and identification of needs
- Creation of a technology plan
- Creation of Request for Proposal (RFP)
- Identification of specific hardware and software
- Location of vendors and analysis of vendor proposals
- Negotiation of pricing and contract terms
- Project implementation
- In-house training on Word, WordPerfect, Excel, Access,
PowerPoint, Outlook, and more
- Integration of existing software packages
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Human
Resource Management:
 It
seems inarguable that people constitute a firm’s greatest
asset. We are strong believers in establishing personnel policies
that attract and encourage the most gifted and motivated group
of attorneys and staff. We can assist you in right-sizing,
the management of knowledge, organizational structure, and
recruitment and retention. We can guide you in the selection
of key personnel from support staff to managing partner. The
variety of services we offer in this area include:
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 In-House
Training:
Lack of training results in errors, frustration, dissatisfied
clients, loss of institutional knowledge, poor return on investment
in technology, and possible malpractice claims. We can assist
you whether the challenge is improved client relations, better
management of your receivables, or improved utilization of
software. Training can be provided one-on-one or in a classroom
setting. We can also identify appropriate resources which
your firm can utilize as time and budget permit. Training
services we offer include:
- Microsoft Word, Windows, Internet Explorer, Outlook,
Excel, PowerPoint and Access
- Corel WordPerfect
- Marketing skills
- Account receivable management
- Bookkeeping procedures including trust account management
- QuickBooks
- Coaching and management training for key positions such
as office manager, records manager, office services manager,
human resource manager, controller, head bookkeeper, computer
systems manager, and managing partner
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 Disaster
Planning and Recovery:
Disasters come in all forms, from natural to man-made to technological.
We will identify the potential risks your firm faces and help
you formulate a strategy to quickly recover your ability to
practice law and service your clients. Any effective plan
must contain specific steps and assigned responsibilities,
as well as easy-to-follow checklists to safeguard employee
safety, protect the firm’s data, and return technology
and communications to full functionality as quickly as possible.
For solo and small-firm practitioners, additional steps must
be taken to ensure the firm's survival in the event you or
a key partner were to be suddenly incapacitated.
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 Records
Management and Retention:
Every firm today, no matter the size, needs a well developed
records management policy. Unfortunately, the amount of paper
and electronic documents is increasing exponentially. As the
expense of office and storage space continues to rise, the
retention of unnecessary paper can become an insidious drain
on profits. We can assist your firm in developing a plan which
streamlines and automates the management of all paper and
electronic records (including client files) from creation
and receipt through the proper method of destruction. We will
help you identify and protect all documents necessary to operate
the firm, assure compliance with statutory and regulatory
requirements, avoid charges of spoliation, and protect your
firm in the event of a malpractice claim.
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 Insurance
and Risk Management:
For many firms, selecting the right policy and policy limits
is a matter of guesswork. We can assist you in identifying
the types – and proper amount – of coverage you
need. We can identify brokers, assist in completing your application,
and help your firm save premium dollars by creating and implementing
proactive risk management policies, as well as seeking competitive
bids for your coverage. Areas in which we can provide assistance
include:
- Professional liability
- Business contents and liability
- Employee benefits
- Employment practices liability
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Practice
Management Audits and Analysis:
 Getting
a clear-eyed assessment of one’s firm – its practices
and performance – can be a difficult and sometimes humbling
experience. We know this, and we know how important it is
that all parties involved approach the process with unflinching
honesty as well as a sense of respect and proportion. From
 experience
and the appreciative feedback we’ve received from clients,
we are confident in our ability to evaluate virtually every
aspect of your firm’s operation, including its financial
performance on all levels, the recruitment and retention of
professionals and staff, the effectiveness of governance,
compensation, marketing, technology, and the state of the
physical plant. But a word of caution: as transforming as
the results from such an audit can be, this process should
be approached with care. Only those firms whose commitment
to self-improvement is stronger than their fears of the unknown
should consider such a step. And we can help you reach even
that determination.
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