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Capabilities

Ten capabilities. Deployed where they are needed.

53+ defined services across ten practice areas, each scoped, priced and documented on its own terms.

Capabilities statement

The firm on a single page: capabilities, industries served, engagement models, standards and contact details. Ready to share with a partner, client or procurement office.

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Professional standards

We know where our practice ends.

What we perform directly, and what is reserved for licensed professionals.

Within our practice

Work the firm performs directly, start to finish.

  • Consulting and operational advisory, by industry
  • Back office, bookkeeping systems and administration
  • Carrier dispatch under written agreement
  • Attorney-directed litigation support
  • Public records, title and lien research
  • Business filings you direct
  • Document preparation from your information
  • Sourcing and vetting licensed professionals
  • Property issue research, coordination and upkeep
  • Technology and systems setup

Reserved for licensed professionals

Work we never perform, and what we do instead.

  • Legal advice or representationWe connect you with an attorney.
  • Tax or accounting attestationWe organize your records for your CPA.
  • Freight brokeringWe work for the carrier, not the shipper.
  • Licensed construction workThe licensed contractor contracts with you directly.
  • Real estate brokerage or rent collectionWe refer you to a licensed broker or manager.
  • Investment advice or managing moneyWe refer you to a registered adviser.
  • Immigration forms or adviceOnly an attorney or accredited representative can help.
  • Private investigationsWe research public records only.
  • Insurance salesWe connect you with a licensed agent.
  • Choosing legal forms for youYou choose; we type and format.
Start an engagement

Let's put it in writing.

Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.

Start an inquiry →