Precent Library Creation & Management
As a OneLaw Partner and Clio Certified Consultant - Rachael specialise's in the creation and ongoing management of high-quality precedent and template libraries that streamline your workflows and ensure consistency across your practice.
From designing smart, user-friendly templates to implementing efficient document automation processes, I help you leverage your technology to save time, reduce risk, and improve accuracy. Whether you are starting from scratch or refining an existing library, I ensure your precedents are practical, up-to-date, and tailored to the way your firm works.
Process & workflow improvements
We specialise in identifying inefficiencies and implementing strategic solutions to enhance overall efficiency.
This includes:
Developing/drafting precedent & templates.
Managing Work in Progress (WIP) and Key Performance Indicators (KPIs).
Integrating effective time management tools to optimise productivity and streamline operations.
Are you already using a Practice Management System (or thinking about it)? We work closely with OneAuthor team at OneLaw based in Christchurch, and can create you a suite of user friendly templates and precedents using the new InfoSheets/Prompts process. We are also Clio Certified Consultants.
Executive Assistance
Inbox and diary management.
Managing your to-do-list and providing reminders.
Travel arrangements.
General administration using Microsoft 365 suite.
Proofreading & editing documents.
Transcribing/Dictation
Researching.
Website and social media management.
Meeting facilitation.
Marketing support.
Basic bookkeeping.
Client onboarding & file management
Opening and organising client files.
Conducting AML checks.
Letters of Engagement.
Compiling onboarding information.
Facilitating communication with clients, addressing inquiries.
Preparing the necessary documentation for meetings and legal proceedings.
We have experience in OneLaw, Clio, Actionstep, and Leap.
Document drafting
Creation of precise and legally robust:
Litigation documents, applications, court reports & orders,
Document bundling and Bates numbering.
Relationship Property Agreement and other agreement drafting.
TOOLS & TECH WE 💖
