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Local consultants that will help your firm take flight.

Find a consultant
  • OTB Consulting

    OTB Consulting has been a leader in law practice management consulting since 1994. We have designed and implemented legal workflow systems for thousands of law firms of all sizes and practice areas, nationally and internationally, that increase a law firm’s productivity and efficiency, and improve the quality of legal services the firm is able to deliver to its clients, at a lower cost. Using this experience, OTB developed the U.S. Litigation Packages that are available on the Actionstep Marketplace. OTB combines its experience and expertise with the cutting-edge workflow tools of Actionstep to bring the benefits of our systems approach to the Cloud, which reduces infrastructure costs so that you can concentrate on practicing law, and not have to be a part-time computer technician.

  • DBC Partners

    DBC Partners has over 30 years of experience in the computer industry on PC and Macintosh platforms. DBC specializes in assistance with practice transition into Actionstep including data imports, workflow design and staff training. DBC also provides custom design services in Actionstep, including creation of document automation templates and specialized reporting. DBC offers packaged Actionstep workflows for the legal practice areas of:
    Estate Planning , Medicaid, Probate, Trust Administration , Personal Injury, Litigation, and Family Law. DBC also offers packaged workflows for tracking marketing, referral sources and ROI in Actionstep: CRM (tracks inquiries & prospects), and Seminar (tracks attendees & event). DBC has also built workflows for the legal practice areas of Business Law, Employment Law, Workers Compensation, Social Security Disability and Real Estate Law. Please see the Actionstep Marketplace for more information on packaged workflows offered by DBC.

  • Borek Consulting Group

    For more than 20 years, Borek Consulting Group has been helping law firms and other consulting businesses maximize their revenue with effective practice management tools. Our goal is to help you create and streamline solutions that improve efficiency and reduce costs. We work with your team to implement and customize the software to meet your specific needs. This unique ability to customize features can help ease of use, which improves your staff’s efficiency and productivity. After implementation, our certified consultants work with your team to teach them how to use the software most effectively. We also provide support for all of your ongoing needs, including troubleshooting, training, and conversion from other products. Think of us as your firm’s partner in success!

  • 2b1 Inc

    Let 2b1 Inc. guide you through the maze of hardware and software options that best suit your firm’s business needs. 2b1 Inc. can install, upgrade and customize your software and hardware to streamline the way you do business. We leverage technology and implement solutions that reduce your costs and increase your revenues.

    We specialize in Practice Management, Document Management, Billing/Accounting Software, and computer network setup.

    San Francisco, CA

  • AB Sims

    A.B. Sims Consulting is a provider of technology consulting services for law firms. Founded in 1992 in Ann Arbor, Michigan, the firm is now headquartered in Kansas City, Missouri. We are experienced and always growing in experience and knowledge. We are ready to help you navigate the legal software maze.

    Kansas City, MO

  • Affinity Consulting

    Affinity Consulting is led by a group of lawyers, speakers and IT experts. If you are looking for a team you can partner with that will help improve your law office you’ve found them here, at Affinity Consulting.

  • Basha Systems

    Since 1996, Basha Systems LLC has been dedicated to redesigning the legal process through technology. Specifically, we focus on those technological solutions that drive productivity and decrease cost. Our goal is to bring affordable legal services to all people, by driving down the cost of providing legal services, while, at the same time, making the provision of those same legal services more profitable. We specialize in document assembly, workflow automation, and practice management. As part of the 3545 Consulting we bring a team of over 25 consulting professionals to bear building solutions for our clients.

  • Document & Data Solutions, LLC

    At Document & Data Solutions (DDS), we specialize in the automation of common tasks your company deals with every day. We are experts in the fields of Document Automation and are proud to be certified trainers and consultants for Actionstep. DDS was also one of the original two companies certified by HotDocs and it has been a core of our services since day one. We provide template development, training and integration services. Contact us today for a no-obligation discussion of your needs.

  • Ettinger Consulting

    We are a one-stop-shop for business and lean management, process improvement, Actionstep customization and programming and HotDocs/Office 365 Integrations and development. We have over 50 years of experience and can help your firm find better efficiency and productivity. We always practice what we preach and operate a 100% paperless office. We always tell our clients to call us before you hire another team member because we can help you automate your current workload and avoid hiring. We offer “out of the box” and customized solutions at hourly and flat fee rates. You are looking for a new approach if you are reading this, we can help you find that. We always offer free Discovery Meetings to learn your goals and frustrations in your office and strive to meet you where you are at. Schedule a meeting with us…it’s free!

    United States & Canada
    406 285 1868

  • KGC Solutions

    KGC Solutions, a Microsoft Silver Partner, provides services for all things Microsoft Office 365. We are knowledgeable with all products, services, and subscription levels offered on this platform. Our mission is helping organizations, of all sizes to increase positive business value by automating business processes, creating custom solutions and tools to manage, distribute and protect crucial information and business content.

    United States & Canada
    412 290 8057

  • Law Office Technology Solutions

    Law Office Technology Solutions has over 15 Years of experience specializing in providing legal technology consulting services. A successful law firm depends on smart practice management. A good practice management system should allow you to manage virtually every piece of information in your practice. ActionStep is leading the way with a feature set that can’t be matched. Law Office Technology Solutions can assist you in taking your practice to the next level using ActionStep. We offer full customization, training and a guided hand in helping through this process.

  • Lean ED

    LeanED leverages Actionstep to help your small or medium-size firm achieve more than ever before. We have more than 25 years of experience developing and managing IT solutions. You can count on LeanED’s background to bring creative and effective ideas to your practice that help you and your team become even more productive. Let’s talk about what you want to achieve with Actionstep.

  • Mainbrace Consulting

    You bought Actionstep to solve a problem, make life easier, or help you create something bigger. Get there faster and easier with Mainbrace. Call to find out how.

  • Matrix Solutions

    Switching practice management systems doesn’t have to be a complicated, difficult process. It shouldn’t be – and, with us, it won’t be. At Matrix Solutions, we offer a unique approach to keeping your systems running, your investment affordable and your possibilities limitless.

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