What We Offer
Fractional CIO Services
Hiring someone with over twenty years of experience in professional services information leadership is expensive. We can provide strategic guidance, budgeting, project management, and operational analysis on a fractional basis. Hire us to provide the CIO expertise you need. Learn more...
Financial System Consulting
We use our twenty years of experience to assist firms in implementing and optimizing their law firm financial management system. We are Aderant experts and currently work with firms as an internal project manager and independent consultant specializing in financial reporting and dashboarding.
Protecting your data is critical. We can evaluate and improve your entire information and data security posture. At TransformITy, everything we do around security revolves around protecting organizations from Castle to Cottage to Carriage.
Learn more here.
Cloud Conversion and Optimization
The cloud is the greatest equalizer in IT since the development of the PC. We can help you get to the cloud and make the most of it.
Whether you are looking to improve your relationships with customers to drive new revenue, allow for online payment of invoices, create documents automatically and send them out for digital signatures, or optimize voice and video conferencing, we can help.
We know the tools and, more importantly, we know how to implement them so that they have the maximum positive effect on your business.
Process Optimization and Automation
Do you have business processes for which you cannot bill? Are your administrative processes as efficient as you would like them to be?
Moving to the cloud gives small organizations access to the same types of tools used by large firms to automate workflows. We have years of experience understanding and redesigning processes. Let us help you document and automate those processes to save time and money.
Document and Practice Management
Let us help you select and implement a document or practice management solution for your organization. We know the landscape and can help you decide whether you need best of breed document management or an integrated practice management solution. We can then help you implement that software to get the most out of it.
If you are just starting out, TransformITy can provide everything you need to get up and running for a reasonable fixed fee. This includes registering your domain name, getting you setup in Microsoft 365, phone service, web conferencing plans, and more. We can even get you started with a website.
In addition, we can assist you with:
Contact Management and CRM Implementation and Training
Automated Document Assembly
Online/Credit Card Payments
Unified Communications (Zoom, Teams, Slack, etc.)
Disaster Recovery/Business Continuity
Cybersecurity and Compliance with CMR-17 and GDPR
Office Audio-Visual Needs
Licensing Reviews and Optimization (Microsoft 365, Azure, AWS, Adobe, etc.)