Currently using Dubsado
as my client-facing tool for new service/project inquiries. I am able to customize forms, proposals, contracts, client portal, etc.
The ultimate tool for organizing individual and team productivity, storing firm/client documents, and managing processes.
With the launch of the NEW TESS in 2023, the search database has undergone aesthetic changes, along with new functions and operators. I like it now.
TM TKO has become an essential tool for my daily searches and analysis of office actions.
The website builder offers customized template bundles from third-party sources to make your website unique.
I mostly use Loom for multiple purposes. Specifically, for client use, I send quick tutorials and trainings. I find Zoom beneficial for hosting webinars and workshops.
I found this gem during a search, and have been using it every since for storing SOPs, and more.
I used to receive payments for business transactions.
Small business owner seeking legal guidance? My website can help, even if you're not a trademark or business attorney. Get expert advice on the legal aspects of your business.
LPS uses ConvertKit for email marketing. It's both powerful and easy-to-use, allowing for the creation of tags and workflows to grow your email list.
One of my favorite software tools for Trademark & Copyright Docketing is perfect for organizing client profiles and user friendly for all team members.
Best for law firms with more prominent team members who can get used to the functionalities of Clickup way of use.
You can literally do it all in one-place! Create your own Contract template shop, sale services, email campaigns, and more! There's always something going good in Podia.
Trello board users THIS IS A MUST! Backup your trello boards and information for those days we all don't want to face -- data being lost or not-updated. Backup everything.
Highly suggested to law firm owners who offer subscription based legal services to clients. It's functionality is easy to navigate for solo and legal team members
An all-in-one place maven for processes, workflows, documentation, and team tasks. If you like the outline of Airtable, but the efficieny of ClickUp then you'll love SmartSuite!
Share & save the firm's special
passwords and logins safely. Generate passwords to protect sensitive information.
The SAPR Email Vault Is Specifically For Trademark Attorneys. A Comprehensive, Easy To Customize, And Non-Generic Canned Email Templates To Save Time And Improve Client Nurturing.
I have been working with creative works such as copyrights and trademarks. I have over a decade of experience as a paralegal in boutique and BigLaw firms. My goal has always been to assist solo practitioners and trademark law firms in optimizing their processes and achieving precision in their trademark operations.
Apart from providing trademark paralegal services, I am also passionate about legal operations strategies. I gained this knowledge from a previous role I held at a law firm in Texas. During a phone interview with the firm, I identified inefficiencies in their day to day systems and suggested ways to help improve them. The firm was impressed with our conversation and decided to hire me on the spot.