Robinson Consulting - Business, Non-profit, and law firm consultant

Non-Profit & Organizational consulting



 When a group of people or just a person have an idea to help others, planning to launch the program is the most important part of keeping the mission living past the initial founders.  

Board & Staff Training


 When the organization is focused on the mission of the organization, it is best to train the board and staff on the process for making and implementing decisions that will continue to advance an organization’s principles and mission, providing strategic leadership to a nonprofit organization.  

Strategic Planning


 When an organization wants to expand and grow, it will have many different issues from retraining the board to explaining to the donors or grant-makers the new vision. 

Small Business Consulting

Start-Up & Growth


 A business must plan from the beginning to be successful, as well as reevaluate itself as it grows or does not grow.

Marketing & Branding


 A business must protect its brand which includes not on the reputation of the company, but product or service of the company.

Compliance & Technology


 As a business grows, it gets more and more issues with employees, and accounting, and technology

Why do Attorneys need to understanding technology?

Additional Information

 ABA & 37 states adopted this or similar language

Maintaining Competence

[8]  To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology, engage in continuing study and education and comply with all continuing legal education requirements to which the lawyer is subject.

Malpractice Insurance

Malpractice insurance requires a conflict check procedure and a calendaring system which are easier with technology.

Grievance Prevention and Preparation

Technology allows you to track to your cases, contacts, documents, and most aspects of a matter which will prevent stuff from falling through the cracks and, if someone files a grievance or malpractice claim, it could help you present your case quickly and effectively. 

Client's Expectations

Clients are requiring more and more. Technology allows you to communicate in manner media while being in court, in the car, with another client, or even at home. 

Law office Management

A law office that uses technology effectively will use workflows, templates, and procedures that will prevent mistakes and wasted time. 

Saves time to help with work-life balance

Technology will allow you to view cases while on vacation or at home with the family.


Law Firm Consulting

Plan your firm


A law firm must be planned correctly from the beginning. It is not just brick and mortar, but also what are you passionate about that will get you up in the morning. 

Office & Internet


Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.



Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.

1. Planning your Firm

Life Plan

 Creating goals for your personal life will help you establish the type of firm that will help you meet those goals. 

Business Plan

 There are many business plans and honestly the layout has nothing to do with the success of your firm. Success comes from making a plan and from working the plan. 

Branding - Marketing Plan

 Branding helps build trust and authority which will get you featured in media that will build your network and attract more clients that will pay premium pricing that will last and evolve over your career.  

Social Media Plan

 Social media means everything that is not paper, television, radio. Your plan will be different than other firms, because you are different, your firm is different, and your clients are different. You must learn about yourself to see which media would be best for you.

Company name and logo

 Your company name is an extension of yourself. The logo is your company's public first image. It needs to abide by your state's rules while meeting the requirements of the entity type you decide and how the public sees it. 

Moving to the next level


Building your practice is not a one and your done event. You must constantly improve and learn. There are many resources out there to help you ask the right questions about yourself to build a better mousetrap. There are new books and the tried books. When I graduated with my first degree, Facebook was only a college website. Now my grandmother uses it in her 80's. Keep learning and evolving. 

Your next step is getting the office up and running. 

2. Set Up your Office

Website (Domain & Hosting)


 Godaddy's GoCentral is the easiest system to make your own website with an appointment, shopping, and blogging in one. You can embed Practice Panther intake forms and LawPay Payment links. You can make changes on your phone. 

Virtual Receptionist


 You cannot be everywhere and allowing your phone to be answered in a professional manner will help you work with you clients and prospective clients. Many programs will help you track your calls for better billing.  

Conference Calls


 Zoom allows you to see a person face to face even when you are far away from them or in the same town. Most law firms will only need the Basic, which is free, or the Pro.  

Phone and Text to Cell Phone


 Customers have questions, you have answers. You also want privacy. You can have a local number or a toll-free number. 

Employee & Contractor Pay

image88 does everything you MUST do when having employees and contractors. You send a link to your employee and they do the rest. They file the state and federal forms along with sending the W2's and 1099. You can also track vacations and other days off while providing insurance, 401k, and even 529's.  

Law Office Software


In many markets and practice areas, you can have a virtual office. In other markets and practice areas, you must have one floor in a tall building. Also with technology you can work from home or even a coffeeshop. 

The best way to be more mobile by using software.

3. Technology to Run Your Firm

Client & Practice Management


 Practice Panther has most of everything you need for your law practice or it intergrates with several clicks from inside its own program. The intake forms can be embeded into a website or sent to a person by email or text. You can automate email strings with Mailchimp. You only save a file once into Box and set the folder to collaborate with your client. Client specific emails are saved in your Outlook or Gmail for easy saving into the client matter. I recommend the Business package.  



 Google Calendar is still the most adapt at working across so many programs without cliches. You can even use Outlook calendar with your Google Calendar information. It works seamlessly with most online apps and desktop software. You can also make task that are seen on Practice Panther and attach a Zoom meeting. You get an email that you could use just for junk. 

Email System with Office 365


Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.

Adobe Acrobat DC Pro


 Adobe Acrobate DC Pro replaces your esign online program while allowing you to make fillable forms even on your cell phone and send Discovery with Bate stamps, encryption, passwords, and tracking. It intergrates with Office 365 programs and Box Document Storage.  

Automotive Intake Email


 Mailchimp allows you to make automatic emails or pushed emails with multiple steps and it intergrates into Practice Panther and Clio along with Facebook, Twitter, and many more programs. See Members Only Section for templates and how to booklets to automate you law practice and not just in marketing.

Document Storage: Secure and Mobile

image95 is my current top pick for document storage. Your client can have a FREE account while your account can be HIPAA compliant and Bank grade security. The link goes to the Business program. I would recommend the Enterprise at $20 more a user. You get unlimited external users and a BAA.