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Management Services

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Client Correspondence & Updates

We draft and send clear, branded messages, track replies, and keep clients informed without you lifting a finger.

Reception & Intake Coverage

We answer calls, greet visitors, collect intake details, and route everything to the right person so you never miss a lead.

Calendar & Scheduling Management

We book consults, hearings, and deadlines with confirmations and reminders to prevent conflicts and no-shows.

Billing & Invoicing

We generate accurate invoices, apply payments, and resolve routine billing questions to keep cash flow steady.

Accounts Receivable & Collections 

We send statements, follow up past-due balances, and set payment plans to reduce aging quickly.

Email & Inbox Triage

We sort and prioritize email, draft responses for approval, and deliver daily summaries so your inbox stays under control.

Document & Records Management

We standardize naming and folders, manage versions and retention, and make files easy to find when you need them.

Vendor Coordination & Supply Ordering

We source quotes, place orders, track deliveries, and manage supplies so your office stays stocked and on budget.

Meeting Prep & Minutes

We prepare agendas, capture decisions and tasks, and send follow-ups to ensure nothing gets lost after the meeting.

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