What You Need
You don’t need a pet sitter in the office with you (or do you? -let’s talk!).
You need someone to get specific tasks completed with expertise and confidence. You need tailored solutions to help manage and grow your business the way you envisioned – no more, no less. If you decide you’d like more help, we can make that happen, and when the time comes that you’re ready for full-time, in office staff, we’ll be there to help onboard them with you.
The Right Package
With the confidence you have in finding someone who enjoys the work you can’t always get to, you can be extra excited about the overhead costs you aren’t having to pay. You’ll be saving money on heating and cooling, energy, and the gnawing guilt of picking up an extra coffee on the way in.
The right package for you is one that is not only created to fit your budget, but helps you accelerate towards your goals as efficiently as possible.
To Help You Grow
Are you looking to keep things status quo, but a bit more streamlined? Are you hoping to grow your business and expand? You set out with a level of expertise that doesn’t need to involve staying awake at night wondering if you forgot something. Your job is to focus on being your best, and that’s why we’re here; to support and represent your work with professionalism.
Process Implementation
There’s always a solution to a problem, and with help organizing your SaaS, CRM, and PPM software, you are able to see the big picture easily.
Once that’s done, framing your ongoing activities and projects will get easier. Simplifying what you’re looking at also simplifies your communication style, allowing for more flexibility in team meetings and clearer understanding of the next steps you need to take. Sorting actionable items and setting goals just became less stressful.
Operations
Bakeries don’t often need to e-file legal documents, while law firms don’t often need weekly deliveries of confectioner’s sugar. What every operation needs is a unique approach to achieving results, and someone who knows how to do several types of operational functions.
Case Management can include functions such as receiving intakes or updating case files, requesting or sending documentation, compiling reports and calming clients in difficult moments. Copyright relies on understanding demographics, while legal writing relies on meticulous attention concise detailing.
To be able to support growing businesses, our expertise involves years of practice in multi-faceted positions and the ability to switch hats when the next function requires us to do so.
Support and Management
Support and management rely on capitalizing on strengths and improving
Finding the strengths of a team and then delegating task updates, deadlines and completion increases the chances of success and the enthusiasm for personal agency. The communication TBD TBD TBD
When stepping in to a role that involves understanding the project and its various roles, it’s something something for the manager to play a role in the team communication, to help fill gaps in work and debug issues as they arise.
What You Can Expect When Working With Us
Intake calls usually take about 15-20 minutes, including documenting the current situation, personal information, history and needs. Once this is completed, the consultation time will be scheduled around your availability as viewed on your calendar. The intake information will be uploaded to the preferred software or storage, and a summary will be attached to the consultation notes, with a reminder (if needed) automated to alert you beforehand. Often a quick call or additional notes for explanation may be necessary. This entire process will bill about 25-30 minutes.
Case Management for a client depends on the work being performed in office. In Family Law, communication with the client can extend longer than a records request in a medical setting. Communication techniques are employed with each client call to ensure trust and reassurance of our work for them. Detailed notation of the conversation will be observed and saved to the client file. Follow-up or continued correspondence will be noted as well, with appropriate reminders or scheduling.
Project management and execution is proposed based on the needs and goals of the team/company. Recommendations can be made to develop project methods, timelines and rationale, however we rely heavily on the team to advise on timeline projections and milestones. A project overview structuring estimated and ideal progress will be provided, and updated regularly.
1:1 Communication meetings are provided to go through the current stage processes, and discuss how to shift or improve. This is important especially for individual or lesser-staffed businesses as there are less additional employees to implement functions with. Team meetings can be led or moderated, and notation or assignments can be delegated appropriately.
Document review and editing can be completed as the need arises, or scheduled, and e-filing or communication can be done at the time, or upon your approval.
Invoicing and billing services can be completed through automated processes (preferred) or on an individual basis. *Unfortunately we do not offer bookkeeping or accounting services at this time.
Marketing and sales services are not offered, however we are happy to work with you or on your behalf to ensure teams are informed about current needs, trends, demographics, projects or goals.