Service 01
Practice Management
The systems that keep your firm running — organized, on schedule, and nothing missed.
What this covers
Setting up and maintaining your case management systems, keeping files organized so you can find what you need in seconds not hours, managing deadlines and dockets so nothing falls through the cracks.
For a solo attorney or small firm, practice management is the difference between a firm that runs smoothly and one that runs on memory and luck. When your systems are solid, you spend your time on client work — not hunting for files or reconciling your docket.
Specific work I handle
- Case management system setup, configuration, and ongoing maintenance (including Clio)
- Matter file organization: naming conventions, folder structures, document templates
- Deadline and docket tracking: court dates, statute of limitations, filing deadlines
- Workflow documentation so your firm's processes are written down, not just in someone's head
- Ongoing file hygiene — making sure active matters stay current and closed files are properly archived
Who this is for
Solo attorneys who are managing their own case load and running out of time to keep systems current. Small firms where the admin overhead is growing faster than the team. Any practice that's been meaning to "get organized" for months and hasn't had the bandwidth.
"The problem is never the law. It's the operating layer underneath it."
— Thomas Hatherly
Common questions
What does a contract paralegal do for practice management?
A contract paralegal handles the operational layer of a law practice: setting up and maintaining your case management system, organizing matter files, tracking court deadlines and docket entries, and documenting firm workflows. The goal is to keep the practice running without the attorney managing every detail themselves.
Can you set up and manage Clio for my firm?
Yes. I have direct experience with Clio and can configure it for your firm's workflow, build out matter templates, set up deadline tracking, and maintain it on an ongoing basis. I also work with other case management platforms and can get up to speed on your current system quickly.
Do I need a full-time employee for practice management support?
Not necessarily. Many solo attorneys and small firms get the support they need on a contract, hourly basis — paying only for the hours worked, with no overhead of a full-time hire. This works well for firms with consistent but not full-time administrative needs.
How do you prevent deadlines from being missed?
I maintain a running docket of all active deadlines: court dates, statute of limitations, filing windows, and client commitments — in your case management system. Reminders are built in far enough in advance that nothing catches you off guard. The system is only as good as the information that goes into it, so I also make sure matter records stay current.
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