Contract Administration

Administer the contract process for clients, vendors, contractors, or employees, utilizing owner-provided contract templates

Client Onboarding

Manage the onboarding process and make sure new clients feel welcomed and are clear on the next steps

Streamline Operations

Streamline processes to remove bottlenecks and inefficiencies using automation and AI as needed

SOP Documentation

Establish SOPs for routine tasks, incorporating screenshots and videos as needed

Data Management

Manage and implement the collecting, organizing, tracking, and reporting of your business data

Invoice Management

Manage accounts receivable including invoicing clients and following up with them on payments.