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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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