Our Services
Checkmark Projects specializes in working with professional services businesses and law firms, providing tailored solutions to address their unique challenges and empower their success. We understand the demands faced by busy business owners in these fields, who juggle multiple responsibilities and wear many hats. Our focus is on optimizing operations and processes, freeing up valuable time for our clients to concentrate on what they love most.
Our clients are highly productive individuals who recognize the untapped potential of their teams. Despite their accomplishments, they often feel they could achieve more. At Checkmark Projects, we offer the expertise and support needed to turn their game-changing ideas into reality. By removing the constraints of time and capacity, we unlock the full potential of their businesses.
If you are a professional services business or law firm seeking to maximize efficiency and achieve extraordinary success, we are here to assist you. Let Checkmark Projects be your partner in optimizing operations and paving the way for remarkable growth. Contact us today to start a conversation about how our tailored solutions can benefit your specific needs. Together, we can unleash the power of your business and drive it to new heights.
Does that sound like you? Let’s chat.
Who We Work With
What We Do
At Checkmark Projects, we provide comprehensive consulting services that optimize operations and processes for professional services businesses and law firms, empowering them to achieve remarkable growth and success.
Legal Firm Operations
Checkmark Projects empowers law firms with tailored solutions, advanced case management software approaches, and proven strategies to streamline operations and unlock transformative success.
Optimize.
Systems Assessments, Research,
Consulting & Documentation
Project Planning & Oversight
Task Management & Follow Through
Scale.
Develop Repeatable, Scalable Processes
Legal Ops & Case Management
Software Implementation
Develop Repeatable, Scalable Processes
Project Management
Taking a project from inception to implementation can be daunting and time-consuming. It takes a lot of time, energy and money from your already busy business. We provide you with additional horsepower to get your project over the finish line.
Dream it.
Profit-First Implementation
Client-Facing Project Management
Change Management
Marketing Program Management
Launch Marketing
Systems Implementation
Build it.
CRM Implementation & Migration
Events Planning
Standard Operating Procedure Development & Documentation
For Financial Services Firms:
RIA Set-Up
Paperless System Implementation
Operations Consulting
Business operations aren’t likely the reason you started your business, is it? We consult on what operational systems to build so you can focus more on what you love about what you do.
Empower.
Project Prioritization & Planning
Delegation & Productivity
Create Repeatable, Scaleable Processes
Standard Operating Procedure Development & Documentation
Develop.
1-on-1 coaching
Systems Assessment & Recommendations
Communication Strategies
Building Trust
Weekly and/or Monthly Check-Ins
Strategy Prioritization
Do you find yourself always reprioritizing your priorities? Most business owners do. We will help you decide what to put first, create an implementation plan, and take action to get it done.
Stop Re-Prioritizing.
Priority Management
Transformation Planning
Program Development
Communication Strategies
Start Finishing.
One-off data deep dives
Vendor Vetting & Implementation
Company-Wide Data and System Organizational Standard Development