Document automation is at the heart of what I do. I help estate planning firms streamline their drafting process by building custom templates in Clio Draft and PatternBuilder by NetDocuments. These tools allow you to generate accurate, branded documents—like wills, trusts, and powers of attorney—with just a few clicks.

I focus on creating systems that are efficient, sustainable, and tailored to your firm’s unique needs. My hourly model offers flexibility and transparency, so you can scale support without long-term commitments.

By automating your document workflows, you reduce drafting time, improve consistency, and create more space to focus on your clients—and your life.

I offer contract drafting support for estate planning attorneys who want to stay focused on client relationships while keeping their workflow efficient and sustainable. I prepare wills, trusts, powers of attorney, and other estate planning documents tailored to your firm’s needs and your clients’ goals.

Working with a freelance attorney on an hourly basis gives you flexibility, cost transparency, and the ability to scale your support without long-term commitments. Let’s talk about how I can help lighten your drafting load and bring more balance to your practice.

Strong operations are the foundation of a balanced, sustainable law practice. I help law firm owners manage the moving parts of their business so they can lead with clarity and focus. From daily workflows to long-term planning, I provide steady, behind-the-scenes support that keeps your firm running smoothly.

Key offerings include:

Process Optimization
Streamline workflows and implement practical systems to reduce friction and improve efficiency.

Strategic Planning
Collaborate on thoughtful, achievable strategies to support growth and long-term sustainability.

Training & Development
Equip your team with the tools and guidance they need to confidently adopt new processes and best practices.

Team Coordination
Facilitate regular meetings and communication rhythms to keep your staff aligned, informed, and engaged.