Legal Tech Solutions

We provide comprehensive virtual assistant services including legal billing and trust account management (IOLTA compliance), appointment scheduling, document filing and organization, client communication management, email handling, and administrative support using secure platforms like Clio Manage, MyCase, and CosmoLex.

We strictly adhere to ABA Model Rules (including Rule 1.6 for confidentiality and Rule 1.15 for trust accounts), state IOLTA regulations, and data privacy laws (CCPA, HIPAA, GDPR). All work is conducted using encrypted platforms, secure file sharing, two-factor authentication, and NDAs to protect sensitive client information.

Yes, we manage bookkeeping, prepare financial statements, track expenses using QuickBooks Online, and support trust account reconciliations (IOLTA) under ABA Rule 1.15. We ensure compliance with GAAP and maintain accurate financial records for your firm.

We're skilled in legal-specific software (Clio Manage, CosmoLex, MyCase, TimeSolv), financial tools (QuickBooks Online), development platforms, and secure communication systems. We can seamlessly integrate with your existing systems and recommend solutions that meet ABA Formal Opinion 498 for virtual practice.

Yes, we develop tailored software solutions including custom billing tools, CRM enhancements, client portals, and time tracking applications. All solutions are built with compliance in mind, ensuring adherence to PCI DSS and data privacy standards specific to legal practices.

Absolutely. We handle e-filing of court documents and organize digital records securely, ensuring accuracy and compliance with state bar filing rules. We maintain strict protocols for document security and deadline management.

We provide comprehensive IT consulting including technology adoption guidance, software troubleshooting, security assessments, and recommendations for secure solutions like VPNs and encrypted platforms. Our guidance ensures compliance with ABA Formal Opinion 498 for virtual practice and protects your firm's sensitive data.

We coordinate attorney calendars, client meetings, and court deadlines with precision using integrated scheduling features in Clio or MyCase. We ensure seamless workflows, prevent scheduling conflicts, and send timely reminders to keep your practice running smoothly.

Yes, we design and maintain professional websites for law firms, ensuring compliance with ABA Rule 7.1 (advertising regulations) and optimizing for user accessibility. We create responsive, secure websites that effectively represent your practice and attract clients.

We implement robust security protocols including two-factor authentication, encrypted file sharing, secure VPNs, and regular security audits. All measures align with HIPAA, GDPR, and legal industry requirements to protect sensitive client data and maintain confidentiality.

Yes, we provide continuous support including system maintenance, software updates, troubleshooting, and regular audits for quality assurance. We're committed to ensuring your operations run smoothly with minimal disruption and maximum efficiency.

Absolutely. We automate repetitive tasks such as invoicing, appointment reminders, document generation, and client follow-ups. This reduces errors, saves time, and allows your team to focus on high-value legal work while improving overall operational efficiency.