Who We Support
Vendor Negotiations and Agreement Reviews
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Tool Selection Assistance
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Training & Documentation
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Profits & Losses Analysis and Regaining Margin Control
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AI Guidance
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Vendor Negotiations and Agreement Reviews ✳︎ Tool Selection Assistance ✳︎ Training & Documentation ✳︎ Profits & Losses Analysis and Regaining Margin Control ✳︎ AI Guidance *
Students, new hires and career switchers, solo practitioners and firms of all sizes are provided with training and/or documentation on your business' tools and best practices. This material can be leveraged as reference materials in the future, particularly if you take advantage of our on-going support to update instructional documents as the tools evolve.
We provide role based training across a suite of tools firms use. While our primary focus relates to the forensic collection, processing, review and production of electronic data, we have expertise across the board including billing, collaboration and document management tools as well.
We empower legal teams with the correct language and knowledge, allowing them to re-establish control of their own margins by optimizing service provider licensing, evaluating current workflows, or helping to engage providers and build SOPs from the ground up.
At all levels, looking to keep-up with modern workflows and AI-era tools, looking to pass certifications, or in need of CLE credits.
Individuals in charge of knowledge management, case tracking and/or P&L metrics.
We identify gap and technology spend waste for all firm technologies including knowledge management, data retention policies, invoicing and CRM tools (among others).