Shari epitomizes the ideal qualities of a true expert professional dedicated to providing outstanding client service. Over the more than 20 years I have known Shari, she is always tirelessly dedicated to her clients, regularly going “above and beyond” to take care of their needs. I know that if Shari is on my team, things will be done right, and that peace of mind is priceless.
Make More Money and reduce stress
Run Your Practice
More Efficiently
Much more than just selling products, we guide your firm be more efficient and profitable. From identifying the best solution and implementation, to training and ongoing support, we are your firm’s partner in success.
MUCH MORE THAN JUST SOFTWARE SALES
how we help
At Borek Consulting Group, we are here to help your practice operate with maximum efficiency. First we start by identifying the best practice management solution to meet your needs. Then, we work with you to customize the software to help you work more efficiently. Then we train you and your team to use the product. Finally, we are there for all of your ongoing needs. From A to Z, Borek Consulting Group is your firm's partner to productivity.
software evaluation, demonstration & purchase
We work with you to identify the solutions that will work best for your specific needs. By evaluating multiple options, along with understanding how each can be customized, we can help you make informed decisions on the best way to run your business.
customization of features
While the base products are generic by nature, we can customize the software and features to better meet your needs and how your firm works.
training for new and existing employees
Software is only effective if the people using it are comfortable and efficient using it. We specialize in training you and your team in how to most effectively use your software for your business.
ai solutions and integrations
AI is arriving in practice management from two directions: features inside your software, and outside tools that connect to it. We work with both. We evaluate what is worth using, integrate it with the data you already have, and train your team to use it well.
reliable ongoing support
We take pride in always supporting our clients with any issues that arise. Unlike the support offered by the manufacturers, we develop relationships with all of our clients to ensure their long-term success.
implementation of software
When you move to a new practice management solution, it is critical that it happens without issue. Our experience and dedication to success ensures that every implementation is completely seamless and painless. We work with either your internal or outsourced IT staff to ensure compatibility and an on-time delivery with no down time.
conversion from other software
We will assist with exporting and obtaining as much information and history as possible from your old/current software, so that data re-entry is minimized and you can start with existing information.
report building
We can help you build effective reports to better understand your business. Customized reports are an important tool to analyze the data, and we can offer suggestions on the best ways to make use of the software.
troubleshooting and resolving issues
We are there when you most need us! Problems with technology will always arise, so we are available to solve those problems quickly and efficiently.
COnfiguration & installation of software
While most software is web-based, we can help configure the software to meet your specific needs and/or integrate with third-party solutions. For software that still requires installation, we can support that, as well.
our philosophy
listen
It seems cliche, but how can we help our clients if we don’t first find out what their needs are? By first LISTENING to our clients, we can find out effective ways to meet their needs.
Then we discuss the options, ideas and solutions with the client, and together we decide on the best plan of attack.
our philosophy
support
We are always there to help you with your needs.
We prefer to develop client relationships by availing ourselves to all the situations that can arise. This approach can actually reduce the number of problems that occur, and reduce the damage that they can cause.
Whether that be additional training for new staff, problem solving minor issues as they arise, or fixing major issues should they happen, we are your partner in success and want you to feel comfortable in the technology we help you with.
our philosophy
train
Even the fastest car in the world is no good if you don’t know how to drive. Teaching and training is the cornerstone of what we do. We teach you and your team how to use the software most effectively to help run your business.
We do this over a series of short training sessions, which is the most effective way to learn.
By spending additional time up front, you can maximize your investment and successfully use the software in years to come. Furthermore, by knowing more in the beginning, you can oftentimes prevent problems from arising.
Improve your productivity to maximize your profitability
tools for productivity
We work with a lot of the leading practice management solutions so we can identify the best product to meet the needs of your firm.
Actionstep is a powerful cloud-based practice management system. The unique advantage of Actionstep is that it is centered around ‘workflow’ – or how your firm operates. You can create workflows with unique steps to make your firm more efficient, automate your tasks, documents, and emails, and ensure nothing gets missed. More than just matter management, Actionstep is a complete practice management system that can handle all your time billing, accounting, trust accounting, and reporting. Actionstep also integrates with Microsoft Office, Gmail, and many other leading software services.
Stop spending your time tracking down missing files, calculating hours, and creating invoices. Clio keeps everything organized and in one place…your matters hours, and client details. And Clio lets you bill time from tasks and generate the invoice as you work on them. As a top Clio consultant, Shari Borek of Borek Consulting Group was asked by Clio (corporate) to author the article, “Your Complete Guide to Effective Small Law Firm Management”.
Caret Legal, formerly Zola Suite, pulls the pieces that usually live in separate systems into one place. Email is built directly into the platform, so messages get filed to the matter as you work instead of sitting in an inbox nobody else can see. Behind that sits full back-office accounting, including trust, which means many firms can run their books without maintaining a second system alongside it. Add document management, workflow automation, a client portal, and reporting, and Caret Legal covers a matter from intake through the final invoice. We help firms decide whether it is the right fit, configure it around how they actually work, bring their history over, and train their team.
Designed to simplify your billing, Sage Timeslips includes everything you need to record your time and expenses and invoice your clients. Borek Consulting Group have been Sage Timeslips Certified Consultants since 1998 and can help your firm with installation, customization, training and support.
Amicus Attorney Premium and Amicus Attorney Small Firm Classic are practice management solutions for attorneys. Amicus Attorney is designed to help you improve the efficiency and profitability of your firm and to help you get the most out of the time you spend practicing law. As Certified Amicus Consultants, we can help you to best take advantage of these outstanding solutions. Amicus Premium Billing adds billing, collections and trust to Amicus Attorney Premium Edition, enabling it to manage these important aspects of your practice.
TimeSolv is built around one thing and does it thoroughly: getting your time captured and your invoices out the door. Time can be entered at your desk, from your phone, or offline when you have no signal at all, and the billing side handles hourly, flat fee, retainers, LEDES, and trust accounting without a workaround. More than thirty reports show you where your hours and your revenue are actually going. For firms that want serious time and billing without replacing everything else they use, TimeSolv is often the right answer. It connects to QuickBooks, Xero, NetDocuments, Dropbox, and LawPay, and we can help you configure it, bring your history over from your current system, and train your team to use it.