FAQs

General

Sunshine Legal Pro provides operational support, billing specialist services, and
technology implementation for law firms. We help law firm owners streamline their
operations, improve billing and collections, and adopt legal technology to increase
efficiency and profitability.

We work with solo attorneys, small and mid-sized law firms across a variety of practice areas, including estate planning, probate, personal injury, litigation, family law, and more.
Our services are flexible, scalable, and cost-effective. You get access to experienced law firm management and billing expertise without the overhead of hiring a full-time operations manager or billing specialist. We offer tailored solutions and predictable flat fees, saving you thousands compared to a full-time hire.

Services

We offer fractional COO services, workflow optimization, staff training, process automation, and strategic planning. Our goal is to help you build sustainable systems so your firm can grow efficiently.

● Comprehensive assessment of your current billing processes
● Implementation of user-friendly billing and collections tracking tools
● Monthly accounts receivable management and collections
● Regular trust account balance reviews for compliance
● Timely invoicing and follow-up with clients on overdue payments
● Performance guarantee: If you don’t see ROI in three months, we’ll discuss
adjustments to ensure you get the value you expect.

We’re always learning about the new and best softwares out there. Currently, we have
expertise in Lawmatics, Clio Manage, DecisionVault, Lawcus, Gavel.io, MyCase, and
more. We assist with setup, integration, workflow automation, and staff training for these
platforms.

Getting Started

Start by contacting us for a consultation. We’ll discuss your firm’s needs and determine
the best solutions for you. There’s no self-service sign-up; every engagement is
customized to your firm.

We offer both one-time projects (such as tech implementation or workflow audits) and ongoing support packages for operations and billing. We’ll recommend the best approach based on your goals.

We begin with a discovery call and a comprehensive assessment of your current
systems. From there, we develop a tailored action plan and guide you through each
step of implementation, keeping you informed throughout the process.

Pricing & Payment

Most services are offered at a predictable flat monthly fee or hourly basis, based on the
scope of work and your firm’s needs. Project-based work is quoted up front. There are
no hidden fees. When it comes to hourly work, we can work within your budget at a
pace that works with your budget.

We accept payments via Zelle and ACH bank transfer. We are now offering credit card
payments with a 3% convenience fee.

Results & Guarantees

We track key performance indicators such as improved billing turnaround, reduced accounts receivable, increased efficiency, and client satisfaction. We stand behind our work with a performance guarantee for billing services.
Yes! Our clients consistently report improved profitability, reduced stress, and more efficient operations. Testimonials are available on our website and LinkedIn.

Confidentiality & Data Security

All client information is kept strictly confidential. We adhere to professional standards and sign confidentiality agreements as part of every engagement.

Other

Yes. We provide hands-on training for your team on new systems, workflows, and
technology to ensure a smooth transition and long-term success.

Absolutely. We have experience supporting law firms in estate planning, probate,
personal injury, litigation, family law, bankruptcy, and more. The founder is a former
paralegal and our small team of support also have paralegal experience and a deep
understanding of workflows.

Contact us directly to discuss your firm’s needs or to schedule a consultation. We’re
here to help your law firm thrive.