Stop Drowning in Paper, Patchwork Tech, and Useless Software Bills.
We help solo, small law firms, and small businesses escape paper chaos and patchwork tech so they can focus on their customers and clients and spend more hours - without losing a single day to IT projects, paying for software they do not need, or signing expensive managed IT contracts.
What Is Actually Slowing You Down?
You are running a 5-person office on a 1-person paper habit. Files live in three places. Your staff asks "Where is the Smith file?" three times a day. You pay $800 a month for seven different software subscriptions that barely talk to each other. Dropbox for files. Slack for chat. Zoom for calls. DocuSign for signatures. Clio for billing. And somehow you still have a filing cabinet full of pleadings from 2019.
You do not need a managed IT contract. You do not need a 6-figure software overhaul. You need someone who understands how a small law office actually works, listens to what is actually broken, and builds the simplest system that fixes it.
That is what I do.
Your practice is growing. Your systems are not.
Most small law firms I talk to are paying for 6-8 software tools when 3-4 would do the job.
Here is a typical 5-person firm stack:
Clio Manage: $445/mo
Dropbox Business: $100/mo
Slack: $40/mo
Zoom: $15/mo
DocuSign: $25/mo
VoIP phone: $125/mo
Calendly: $12/mo
Total: $762/month = $9,144/year
And that is before the tools that do not get used, the licenses for people who left, and the overlapping storage bills.
I audit your subscription stack and show you exactly where you are bleeding. Microsoft 365 already includes file storage, team chat, video calls, email, calendar, e-signatures, and document management. If you are paying for four separate tools that M365 already does, I will show you how to migrate and cancel them.
The rule: Keep what works. Kill the overlap. No new subscriptions unless you actually need them.
The Subscription Stack Audit: Find the Waste
How I Work
I am not a guru.
I am not a resale vendor.
I am the teammate who shows up, listens to what is actually broken, and fixes it in the background while you keep working.
The most valuable resource for a small business is time.
Business Assessment. We complete an initial assessment of your systems and how you use them. We then develop a game plan and a process that feels comfortable for you.
Remote. I work from my office. I do not sit at your desk and watch your staff try to work around me.
Evenings and weekends. I build your system after 6 pm and on weekends so your office never loses a billable hour to an IT project.
No upsells. I do not sell software. I do not get commissions from Microsoft or Clio. If you already have a tool that works, we keep it. If you are paying for something redundant, I will show you how to replace it.
Custom solutions. Your office does not work like the firm down the street. I build workflows that match how your people actually work, not a template from a blog post.
Ongoing Digital Maintenance
Organization is not a one-time event. Active matters generate new documents continuously — correspondence, filings, updated records, and additional discovery. Without consistent maintenance, even a well-organized file degrades quickly. Most small firms don't have the administrative capacity to keep up.
MattersAxis provides ongoing file maintenance on a recurring basis. New documents are processed, named, and filed as they arrive. The folder structure stays current, the naming conventions stay consistent, and the file remains ready — without the attorney having to manage it.
The Problem It Solves
The slow drift of a well-organized file back into disorder — caused by volume, time pressure, and the absence of a dedicated administrative resource to keep things current.
The Value to Your Practice
Attorneys work from files that are always current, always organized, and always ready. The administrative burden of file maintenance is removed entirely — freeing time and attention for the work that requires legal judgment. Are your case files prepared and stored properly?
Case File Audit
Services
The Weekend Migration - Office Digital Transformation
For: Law firms stuck on paper, shared drives, or a Dropbox mess that has outgrown them.
What you get:
SharePoint site architecture built for your practice area (matter-based, client-confidential, privilege-segregated)
File migration from local drives, shared folders, or cloud chaos into a clean, searchable structure
Clio integration and workflow mapping (intake -> matter -> document -> billing)
Document template library (pleadings, motions, retainer agreements, client letters)
Naming conventions and version control rules that your staff will actually follow
Access permissions and security settings
Pre-recorded training video library for your team
Monday evening Q&A video call.
Discovery Rescue - Document Organization
For: Firms buried in messy discovery that needs to be organized, Bates-numbered, and produced by a deadline.
What you get:
Document organization (chronological, by issue, or by witness)
Bates numbering and load file generation
Production set formatting (PDF, TIFF, or native per opposing counsel requirements)
Metadata scrubbing and redaction protocols
Deposition prep binders (digital)
Note: I do not perform discovery work on active family law cases for firms outside my own practice due to potential conflict concerns. I am happy to work on criminal, civil, estate, business, immigration, and other practice areas.
Small Business Digital Foundation
For: Accountants, insurance agencies, real estate brokerages, and other professional services that need the same document discipline.
What you get:
Microsoft 365 setup and configuration (Teams, SharePoint, OneDrive, Bookings)
File organization and migration from whatever chaos you are currently using
Basic automation (email rules, calendar sharing, simple workflows)
Document template library (contracts, proposals, client letters)
Staff training videos.
The Archive Vault - Case File & Backup System
For: Firms that need a secure, searchable case archive and a disaster recovery plan that actually works.
What you get:
Cloud archive setup (SharePoint/OneDrive with proper retention rules)
Matter-based folder structure with access controls
Automated backup schedule and redundancy verification
Audit logging for compliance
Disaster recovery protocol (what happens if your server dies or your office floods)
Year-end archive and purge procedures.
Physical Server Solutions if case files require large storage archives.
Fractional Legal Ops - Monthly Retainer
For: One firm at a time that wants a reliable teammate on call for light support and tweaks.
What you get:
Monthly workflow check-in and optimization
Evening troubleshooting via video call or chat (I am available 3 pm-10 pm, 5 am-8 am, not 9 am-3 pm)
New document template creation as needed
Quarterly system health report
First priority for new projects
Security & Compliance Quick Start
For: Any small professional office that knows it should be more secure but doesn’t know where to start.
What you get:
Multi-factor authentication rollout for all staff
Password manager deployment and training
Access controls (who can see what)
Backup verification and disaster recovery plan
Compliance checklist for your industry (state bar rules, IRS requirements, HIPAA basics, etc.)
What I Do Not Do
Daytime on-site support or training
General break-fix IT help ("My printer won't work")
Custom software development or programming
Managed IT contracts with 24/7 monitoring
Sell you software I get a commission on
Push you into tools you do not need
If you need a full-time IT department, I am not the right fit. I am the teammate who shows up for the project and helps with your office’s system.
What Happens Next
Free 20-Minute Assessment. We do a video call. You fill me in and show me what is broken. I tell you honestly whether I can fix it and what it would take. No sales pitch. No obligation.
Scope and Quote. I send you a one-page proposal with a fixed price, a clear list of deliverables, and a timeline. No hourly billing. No surprise fees.
Build in the Background. I work evenings and weekends. You keep running your practice.
Delivery. You get a custom system tailored to your office. We will have video calls for questions.
I Step Back. Your system runs. Your staff knows how to use it. You know where to find me if you need me again.