Services

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

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.

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.

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

Software Integration: I help you pick the right tools and make sure they are connected, so your software actually talks to each other without you doing it manually.

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

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.

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: 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.

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.