Document Services
Clean, consistent and professional documents.
What this capability covers.
- Typing, formatting and proofreading
- Business correspondence drafting
- Florida Bar-approved forms, completed from your information
- Scanning, digitizing and archiving
- Transcription
Four steps, in writing.
The same sequence every time, so you always know what happens next.
- 01Collect
Your drafts, notes, scans or paper files received.
- 02Structure
Formatting, naming and folder structure set to a consistent standard.
- 03Produce
Documents typed, formatted, proofread or scanned and indexed.
- 04Hand back
Final files delivered, organized and searchable.
About document services.
Can you scan paper files on site?
In South Florida, on-site scanning can be arranged. Elsewhere, files are shipped or uploaded.
Do you draft legal documents?
No. We type and format documents you or your attorney provide, and complete Florida Bar-approved forms from your information.
What file formats do you deliver?
Searchable PDF, Word and Excel, named and organized to the agreed standard.
Deliverables, in writing.
Every engagement lists its deliverables in the written scope. These are typical for this capability.
- Formatted, proofread final documents
- A scanned, searchable archive
- Consistent file naming and folder structure
Seen in: A 1,300-page medical record and three weeks to mediation · A licensed contractor running the office from a truck cab · A community organization behind on its state filings · A car hauler running half empty on the way home · An open permit found ten days before closing · A full file room and a front desk buried in data entry · A box of a parent's paperwork and an attorney waiting
Defined document sets are quoted as a project; ongoing work is billed hourly.
Quoted in writing before work begins. The first conversation carries no charge.
Request a quote →Where we deliver this capability
Assess
We learn how the operation actually runs: people, paperwork, systems and pain points.
- Discovery conversation
- Document and process review
Define
A written scope: what we will do, what it costs, when it is due, and what goes to a licensed professional.
- Written scope and fee
- Licensing boundaries identified
Execute
We do the work, or coordinate the vetted professionals who must, and keep you informed throughout.
- Delivery against scope
- Regular status updates
Document
Every engagement closes with a clean record and an itemized invoice. Systems are handed over in full.
- Records and handover
- Itemized invoice
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.