OUR SERVICES
Our Services
Corporate paralegal and legal operations support for attorneys, law firms, and corporate legal departments.
Services are provided to licensed attorneys, law firms, corporations, and government entities under attorney supervision, in compliance with CA B&P Code §§6450-6456 and Washington RPC 5.3 / GR 24 (no independent practice of law).
Corporate Governance & Entity Management
Multi-state entity compliance and global subsidiary support, including annual reports, registrations, compliance calendars, board and committee support, minutes, resolutions, and consents.
SEC Reporting & Board Support
Proxy statements, shareholder meetings, EDGAR filing support, director and officer questionnaires, and governance documentation. Standardize intake, approvals, and reporting.
M&A & Transaction Support
Transaction support from due diligence through closing and integration, including data rooms, checklists, board approvals, closing packages, and equity administration.
Commercial Contracting
NDA/MSA/SOW/SaaS drafting, review, negotiation, and routing. Accelerate reviews with standardized playbooks and templates.
Accelerate reviews with standardized playbooks and templates
Legal Operations Consulting
CLM evaluation, selection, and implementation with AI-driven intake, workflow design, integrations, training, adoption, KPI reporting, vendor management, and process optimization. Eliminate manual steps with automated workflows.
• Financial & Budget Management: Oversees department budgeting, forecasting, outside counsel billing guidelines, and spend tracking.
• Legal Technology & AI: Evaluates, implements, and manages tools like Contract Lifecycle Management (CLM), e-billing software, and AI-driven workflows.
• Process Optimization: Streamlines contract redlining playbooks, intake routing, and cross-functional handoffs with Sales, HR, Finance, Business units, and IT.
• Data & Analytics: Builds key performance indicators (KPIs) and executive dashboards to track legal work and vendor performance.
Eliminate manual steps with automated workflows
Regulatory Compliance & Risk
Internal audits, third-party risk reviews, SOC and cybersecurity compliance coordination, and sanctions screening. Take control of legal operations.
Bookkeeping Services
Bookkeeping Services: Accurate, organized financial recordkeeping for small businesses. Monthly transaction categorization and bank reconciliations, accounts payable and receivable tracking, invoicing, and clear monthly financial reports — managed in QuickBooks.
Compliance Note
Services are provided to licensed attorneys, law firms, corporations, and government entities under attorney supervision, in compliance with CA B&P Code §§6450-6456 and Washington RPC 5.3 / GR 24 (no independent practice of law).