We offer a full range of services including workflow automation, SmartForm development, reporting and dashboard creation, data cleanup, integration setup, and team training to help firms maximize the value of Docketwise.

Yes. We tailor every project based on your firm's unique workflows, goals, and timeline. Whether you need a full system overhaul or targeted improvements, we adapt to meet your priorities.

Yes. We help firms implement and optimize Docketwise integrations with platforms like LawPay, QuickBooks, and more, ensuring smooth data flow and increased efficiency.

Project timelines vary based on complexity, but most optimization and setup projects range from 2 to 8 weeks. This is driven entirely by the specific appetite and need of the firm. We can provide a more specific timeline after an initial consultation. Additionally, we do have some clients that choose to leverage our team to augment their Docketwise and more broad IT-support in an ongoing fashion.

Absolutely. We specialize in organizing and standardizing your current Docketwise cases, forms, templates, and matters to improve system performance and user experience.

Yes. We offer customized training sessions, including best practices for using Docketwise workflows, forms, templates, reporting features, and more, tailored to your firm's needs.

Yes. We offer optional ongoing support services if you need continued assistance, troubleshooting, or further system refinements after your initial project wraps up.

Simply reach out to our team using "Contact" form below. Someone will reach out to schedule a free consultation. We’ll discuss your needs, goals, and next steps to create a plan that fits your firm.