Our Services - Professional Services
Helping small firms & expats thrive with clarity, compliance, and simplicity.
We enjoy uncovering how processes work—why they’re effective or where they break down—and transforming them into systems that help people and firms achieve their goals. We are passionate about learning, improving, and supporting others. Here are some of the ways we can help:
Legal & Notarial Services for Expats
Legal & Notarial Services for Expats
Comprehensive solutions to operate legally in Costa Rica:
Real Estate and property management
Company formation and legal structuring
Notarial procedures, powers of attorney, and contracts
Support with bank account setup
Tax compliance and basic filings
Bilingual advisory (English & Spanish)
Legal & Compliance Outsourcing for Small Firms
Legal & Compliance Outsourcing for Small Firms
Reliable external support for firms without in-house legal teams.
On-demand notarial services (own brand or white-label)
Contract drafting and validation
Regulatory filings (KYC, AML, etc.)
Compliance support and policy setup
Accounting Administration
Ongoing legal advisory as outsourced counsel
Legal-Administrative Back Office Services
Legal-Administrative Back Office Services
Operational relief for firms seeking organization and focus.
- Payroll and payment Management
- Client billing coordination and contract management
- Support with documentation and compliance workflows
- Billing and collections process oversight
- Automation of repetitive legal-administrative tasks
- Foundational legal back office support for growing firms
Legal-Operational Diagnostic & Audit for Small Firms
Legal-Operational Diagnostic & Audit for Small Firms
A clear roadmap to structure, scale, and strengthen your legal operations.
Comprehensive review of legal framework, compliance protocols, and internal workflows
Identification of bottlenecks in processes, billing, client onboarding, and documentation
Audit of internal procedures to detect risks, inefficiencies, and regulatory gaps
Strategic recommendations leveraging CRM tools, automation, and workflow improvements
Executive report with a prioritized action plan, best practices, and a continuous improvement framework
An ideal starting point for building scalable, compliant, and efficient legal operations.
Management Advisory for Small Firms
Management Advisory for Small Firms
Structure, clarity, and decision-making support for sustainable growth.
Strategic planning tailored to legal and professional service firms
Organizational design: roles, responsibilities, and delegation systems
Implementation of management routines (dashboards, meetings, KPIs)
Support in building internal accountability and process discipline
Coaching for founders and team leaders to transition from reactive to proactive management
Helping firms lead with structure and scale with purpose.
Strategic Coaching for Lawyers and Firm Leaders
Strategic Coaching for Lawyers and Firm Leaders
Mentorship to help you make better decisions and build systems that last.
Effective delegation and role clarity
Decision-making with legal and operational insight
Personal organization and firm structure design
1:1 sessions or structured programs for partners and key team members