Services

Client Experience

Your clients get a consistent, professional experience from first contact to project close, without you managing every step.

Payments and Collections: I manage your accounts receivable to make sure invoices are sent out and payments actually come in.

Onboarding and Training: I create manuals for new hires or clients and lead the training so your team knows exactly how to use your systems.

Process Building: I take the tasks you are doing manually and turn them into step-by-step digital workflows that are simple to repeat.

Business Clarity

You should know how your business is performing without having to dig for it.

Bookkeeper-Ready Records: I organize your financial data so that when you hand it off to your bookkeeper, everything is clear and ready to go.

Time and Capacity

Your hours are too valuable to spend on tasks that do not require you. Get them back.

Software Integration: I help you identify what tools are working, what is redundant, and what gaps need to be filled so your systems support your growth instead of slowing it down.

Moving to Paperless: I audit your physical or unorganized digital files and move them into a structured, searchable system in the cloud.

Payroll and Bills: I take care of the money going out, making sure your bills are paid and your team gets their checks accurately and on time.

Official Documents and Notary: I handle business filings, notary services, and drafting of formal letters or documents that you need.

Real Estate Support

For real estate professionals who need transaction coordination and compliance support.

Compliance and Filing: I audit your files to ensure every signature and addendum is present and correctly filed in your broker's system, like DotLoop or SkySlope.

Deadline Tracking: I set up automated calendars for every contingency including inspections, appraisals, and financing so you never have to worry about missing a date.

Service Coordination: I handle the logistics with title companies, lenders, inspectors, and attorneys so that you stay in the loop without being stuck in the middle.

Legal Support

For licensed attorneys who need paralegal support on estate planning, probate, and case management matters.

Estate Planning Support: I draft trusts, wills, and powers of attorney for estate planning cases.

Probate Support: I draft probate documents and track court calendars to keep your cases moving efficiently.

Case Management: I maintain organized files and track case statuses closely to keep your practice running smoothly.

Note: These services are provided as contract paralegal support for licensed attorneys only and do not constitute legal advice.