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Frequently Asked Questions

Have a question? We love questions! Our technology solutions are hand-picked to be able to solve even the most challenging of use cases, and our current and previous clients will be happy to share their experience of working with us.

Do you have cloud-based programs?

While we get this question frequently, we often ask in return, "How does the cloud help ensure that your accounting is in compliance? How does the cloud ensure that your bills are going out exactly the way you want them? How does the cloud guarantee accuracy in the billing, the accounting, court deadlines, or other absolutely critical areas of your practice? How does the cloud help you automate your document creation and document assembly practices so that you can maximize the value you're producing for your clients while minimizing the chance for errors and minimizing the amount of time your staff is spending doing repetitive (yet critical) tasks?

Yes, there are solutions we can employ that can get you the features you want from a cloud based solution WITHOUT needing to sacrifice the essential functions you need to run your practice. However, we understand it is easy to have your head turned when you see convenient apps and slick user experiences, and while we wish our favorite tools had some of these "nice to have" elements, we know we cannot sacrifice the essential for the non-essential. At the end of the day, we're not selling software, we're selling you a fully implemented technology solution to run your billing and accounting and practice management. This is not about the tools alone, it is about what we can do with the tools inside of the firm.

Our office manager is retiring and no one else knows her "system". Can you help?

Absolutely! In fact, that's one of our special talents. We can do a forensic deep dive into your system and find out how your firm's billing, accounting and practice system works right now. We'll discover which areas work well, and which can use some improvement. Hint: there is always room for improvement. Then we'll source and implement the right software to make it better. Oh, and we'll train your employees to use it so your firm continues to run at peak performance. 

Our attorneys each have a different way they prefer to track time. Can you help us find a software that works for all of them?

Of course! If you're asking about specialized time tracking, accounting or non-standard billing requirements, then we're the consulting firm for you. We have seen almost every type of accounting need in our years of experience working with law firms, and we've seen almost every type of billing requirement we can think of in the same amount of time.

What about expense reports? Can you make them easier?

We believe software should make running your business easier, not more complicated. And expense reports are one of those headaches we can easily remedy with the right software and training.

We found Christina when launching our new firm in 2009. We started with the Tabs3 system, which has turned out to be a wonderful investment that has kept pace seamlessly as the firm has grown. Even more important is that Christina has a wealth of expertise and experience, which she happily shares. She is always available to answer questions or lend assistance. Her customer service simply cannot be beat.



Due to Christina's knowledge and expertise with everything from full charge bookkeeping to software implementation and training, she was able to streamline our bookkeeping needs to just two days a week. Christina is truly a lifesaver!


Office Administrator

I really like that Christina has such a deep background having worked at a law firm because she knows what I'm up against. Because I don't want to know anything about our software on a perfect day. I don't want to talk about it. I don't want to look at a report. I don't want to do anything. I just want to know that the person that is running it is getting accurate data.  We had years of someone under-utilizing our software tools and Christina stepped in and showed us how to make it better quickly. And our process continues to improve thanks to her guidance. She's very good at finding out what you're trying to do and showing you the most efficient way to make it happen. 


Managing Partner

I really appreciate that Christina listens closely to what we're trying to do, and understands what our goals are. When we were shopping around, there were a lot of salespeople who said "here's what our program can do for you" without taking the time to understand what we really needed and why. But Christina is really invested in wanting to learn about us, so she could customize the program to work for us. 


Prosecutor, Muckleshoot Tribe

It's easy to see that Christina's been doing this for a very long time. There isn't a problem that she doesn't know how to address or resolve. I was replacing someone who had left quickly and I needed to figure out how to get organized and structured and how to get everything going efficiently. Christina helped me figure out how I was going to set up the system for myself so that I could succeed.  She's an excellent, excellent communicator and a really good teacher. I would be lost without her.


Business Manager, law firm, Chicago, IL