Stop Managing Admin. Start Growing Your Firm.
Managed Back Office Outsourcing for Professional Services. Free up your experts to do what they do best: deliver client value.
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The Strategic Advantage Your Firm Needs
Your highly skilled professionals are your most valuable asset. Yet, they spend countless hours on non-billable administrative tasks. We provide the specialized, secure, and scalable back-office support that transforms your operational drag into a competitive edge.
Industry-Specific Expertise
Your dedicated team isn't just trained in administration; they're versed in the nuances of your professional field, be it legal, accounting, consulting, or engineering. We speak your language from day one.
Ironclad Security & Confidentiality
With SOC 2, ISO 27001, and CMMI Level 5 certifications, we operate with enterprise-grade security protocols. Client confidentiality and data protection are embedded in our DNA.
AI-Powered Efficiency
We leverage AI and automation to streamline repetitive tasks like data entry, document management, and invoice processing. This means faster turnarounds, fewer errors, and lower costs for you.
Seamless Integration
Our team becomes a natural extension of yours. We adapt to your existing workflows, software (Clio, QuickBooks, Salesforce, etc.), and communication channels for a frictionless partnership.
Scale On-Demand
Effortlessly scale your support team up or down to match your workload, whether it's tax season, a large case, or a major project. Pay only for the resources you need, when you need them.
Transparent Reporting
Gain complete visibility into your back-office operations with custom dashboards and regular performance reports. Track KPIs and measure the direct impact on your firm's productivity and profitability.
Proven CMMI 5 Process
Our CMMI Level 5 certified processes ensure the highest standards of quality, consistency, and continuous improvement in every task we perform for your firm.
24/7 Operational Capability
Leverage our global delivery model to keep your operations running around the clock. Meet tight deadlines and improve client responsiveness without burning out your core team.
Dedicated Account Management
You get a single point of contact dedicated to understanding your firm's goals and ensuring our service delivery exceeds your expectations, providing proactive support and strategic insights.
Our Comprehensive Back Office Services
We offer a full spectrum of back-office solutions designed to handle the critical, non-core tasks that consume your firm's valuable time and resources. Explore our service categories to find the right fit for your needs.
AI-Powered Document Management
We organize, digitize, and manage your critical documents with intelligent systems, ensuring secure, instant access and impeccable version control.
- Secure digital filing and cloud repository management.
- OCR technology for searchable PDF creation.
- Compliance checks and audit trail maintenance.
Intelligent Calendar & Meeting Coordination
Our assistants manage complex schedules for your partners and fee-earners, handling everything from client appointments to internal coordination and travel arrangements.
- Proactive scheduling and conflict resolution.
- Automated reminders for all stakeholders.
- Integration with your firm's preferred calendar tools.
High-Accuracy Data Entry & Management
From client intake forms to case files and expense reports, we ensure your data is entered accurately and maintained meticulously, powered by AI-driven validation checks.
- 99.95% accuracy on all data entry tasks.
- Data cleansing and database hygiene services.
- Secure handling of sensitive client information.
Automated Billing & Invoicing
Accelerate your cash flow with timely and accurate billing. We manage the entire lifecycle, from time entry verification to invoice generation and dispatch.
- Reduce invoice errors and client disputes.
- Improve Days Sales Outstanding (DSO).
- Customized invoice formatting and delivery.
Accounts Payable & Receivable Management
Streamline your financial operations. We handle vendor payments, expense processing, and actively follow up on outstanding client invoices to ensure a healthy cash flow.
- Systematic invoice collection and aging analysis.
- Efficient vendor payment processing and reconciliation.
- Detailed reporting on AP/AR status.
Comprehensive Bookkeeping Services
Maintain pristine financial records without the in-house overhead. Our certified bookkeepers manage your ledgers, reconcile accounts, and prepare financial statements.
- Expertise in QuickBooks, Xero, and other major platforms.
- Month-end and year-end closing support.
- Audit-ready books and financial records.
Paralegal & Legal Research Support
Our trained paralegals assist with case law research, citation checking, and preparation of legal documents, freeing up your attorneys for high-value legal strategy.
- Access to legal databases like Westlaw and LexisNexis.
- Drafting of pleadings, motions, and discovery documents.
- Summarization of depositions and legal precedents.
Contract Management & Review
We manage your contract lifecycle, from drafting standard agreements using your templates to reviewing third-party contracts for key clauses and potential risks.
- Contract abstraction and database management.
- Tracking of key dates, renewals, and obligations.
- Initial redlining and review based on your playbook.
E-Discovery & Document Review Support
Reduce the cost and burden of litigation support. We provide first-pass document review, coding, and organization for large-scale e-discovery projects.
- Cost-effective review for relevance and privilege.
- Proficiency with platforms like Relativity and Concordance.
- Secure handling of highly sensitive case materials.
Tax Preparation Support
Streamline your tax season workflow. Our team assists with organizing client data, preparing workpapers, and inputting data into tax software under the supervision of your CPAs.
- Efficient handling of 1040, 1120, 1065 workpapers.
- Reduces seasonal workload on your core staff.
- Ensures data is accurately prepared for final review.
Payroll Processing & Administration
Ensure your clients' payroll is managed accurately and on time. We handle everything from timesheet verification to payroll processing and tax form administration.
- Expertise in ADP, Gusto, and other payroll systems.
- Compliance with payroll regulations.
- Secure management of employee payroll data.
Financial Reporting & Analysis
We transform raw financial data into insightful reports. Our team prepares standard financial statements, management reports, and custom analytics dashboards.
- Preparation of P&L, Balance Sheets, and Cash Flow Statements.
- Budget vs. Actual variance analysis.
- Customized KPI dashboards for your clients.
CRM & Database Management
A clean CRM is the engine of business development. We manage your Salesforce, HubSpot, or other CRM, ensuring data hygiene, lead entry, and activity tracking.
- Lead and contact data cleansing and enrichment.
- Pipeline reporting and dashboard setup.
- Email campaign list segmentation.
Presentation & Proposal Design
Empower your partners to win more business. We create professional, on-brand presentations, proposals, and pitch decks that make a powerful impression.
- Expertise in PowerPoint, Keynote, and Google Slides.
- Data visualization and infographic design.
- Ensuring brand consistency across all materials.
Market & Competitor Research
Gain a competitive edge with targeted research. We compile data on market trends, competitor activities, and potential client opportunities to support your strategic planning.
- Industry reports and trend analysis.
- Competitor service and pricing intelligence.
- Prospective client profiling and list building.
Success in Practice: Our Impact
Don't just take our word for it. See how we've transformed operations for professional services firms just like yours, delivering measurable results that drive growth and profitability.
Mid-Sized Litigation Firm Reduces Non-Billable Hours by 40%
A 50-attorney litigation firm was struggling with rising administrative costs and attorneys spending too much time on non-revenue-generating tasks like document management and scheduling. This operational drag was limiting their capacity to take on new cases and impacting overall profitability.
Key Challenges:
- Attorneys spending an average of 8 hours per week on administrative work.
- Inconsistent document formatting and filing across cases.
- High overhead from a large in-house administrative support staff.
- Difficulty managing complex scheduling for depositions and court dates.
Our Solution:
We deployed a dedicated team of 5 legal support specialists who integrated directly with the firm's case management software (Clio). The solution included:
- Centralized document management and e-filing support.
- Dedicated calendar management for senior partners.
- Support for legal research and deposition summaries.
- Streamlined client intake and conflict check processes.
Boutique Accounting Firm Scales Seamlessly Through Tax Season
A 25-person CPA firm faced a recurring annual challenge: the massive influx of work during tax season required hiring temporary staff who were costly, inconsistent, and required significant training time. This led to staff burnout and risked impacting client service quality.
Key Challenges:
- Inability to scale workforce efficiently for peak demand.
- High costs and low ROI associated with temporary hires.
- Risk of errors from undertrained seasonal staff.
- Core team burnout from excessive overtime.
Our Solution:
We provided a flexible team of 8 accounting support specialists who were pre-trained on the firm's software (QuickBooks, Drake Tax) and processes. The team was active from January through April and handled:
- Organizing and digitizing client tax documents (1099s, W-2s, etc.).
- Preparing tax workpapers for CPA review.
- Data entry into the firm's tax preparation software.
- Managing client communication for missing information.
Management Consulting Agency Improves Project Turnaround by 25%
A fast-growing consulting agency with teams across multiple time zones was hampered by administrative bottlenecks. Consultants were spending valuable project time creating presentations, conducting basic research, and scheduling meetings, which delayed client deliverables.
Key Challenges:
- Consultants bogged down with non-strategic tasks.
- Delays in creating client-facing presentations and reports.
- 24/7 client needs were not being met efficiently.
- Inconsistent branding and formatting in deliverables.
Our Solution:
We implemented a 24/7 "shared services" back-office team that provided around-the-clock support to the agency's global consultants. Key services included:
- PowerPoint and slide deck production based on consultant notes.
- Market and data research support.
- Transcription of interviews and meeting notes.
- CRM management and project setup in their PSA tool.
Our Seamless Onboarding Process
We've refined our process over two decades to ensure a smooth, efficient, and risk-free transition. Your new back-office team will be integrated and adding value in just four simple steps.
1. Discovery & Scoping
We start with a deep dive into your firm's unique workflows, challenges, and goals. We identify the specific tasks to be outsourced and define the key performance indicators (KPIs) for success.
2. Team Selection & Training
We handpick a dedicated team with the right industry expertise for your firm. They then undergo rigorous training on your specific processes, software, and cultural nuances.
3. Integration & Pilot
Your new team is seamlessly integrated into your communication channels. We begin with a pilot phase on a small set of tasks to ensure perfect alignment and make any necessary adjustments.
4. Scale & Optimize
Once the pilot is successful, we scale operations to the agreed-upon level. Through continuous monitoring and feedback, we constantly optimize processes to deliver ever-increasing efficiency and value.
Technology & Platforms We Master
Our teams are proficient in the essential software and platforms that power modern professional services firms. We integrate seamlessly into your existing tech stack, eliminating learning curves and maximizing productivity from day one.
Trusted by Leading Professionals
Our clients see us as more than a vendor; we are a strategic partner integral to their success. Here's what they have to say.
"The level of detail and industry knowledge their team brought was exceptional. They understood the complexities of our consulting projects and provided support that was proactive, not just reactive. It's been a transformative partnership."
"Outsourcing our bookkeeping and AP/AR to LiveHelpIndia was one of the best business decisions we've made. Our books are immaculate, our cash flow has improved, and my team can focus on high-value client advisory. The security protocols also gave our board complete peace of mind."
"As a boutique law firm, we can't afford a large in-house support staff. LiveHelpIndia gives us the capabilities of a large firm's back office at a fraction of the cost. Their paralegal support is top-notch and has been crucial in managing our caseload effectively."
"The on-demand scalability is a lifesaver. We ramped up our support team by 200% for a major e-discovery project and scaled back down seamlessly afterward. This level of flexibility is impossible to achieve with traditional hiring."
"Their team integrated with our CRM and marketing automation platforms flawlessly. Our business development pipeline is now cleaner, better managed, and our consultants have the high-quality proposals they need to close deals, delivered on time, every time."
"We were skeptical about an outsourced team handling our client's sensitive financial data. LiveHelpIndia's transparency, robust security framework, and SOC 2 compliance quickly earned our trust. They operate with the highest level of integrity."
Frequently Asked Questions
Have questions? We have answers. Here are some of the most common inquiries we receive from professional services firms considering our back-office solutions.
Data security is our highest priority. We are an ISO 27001 and SOC 2 certified company, adhering to the strictest international standards for information security management. All our systems are protected by enterprise-grade firewalls, encryption, and access controls. Our staff undergo rigorous background checks and continuous training on data privacy protocols like GDPR and CCPA. All client work is performed within a secure, monitored environment.
Absolutely. We don't believe in a one-size-fits-all approach. We build dedicated teams with experience relevant to your specific sector, whether it's legal, accounting, engineering, or consulting. During the onboarding process, we conduct intensive training to ensure your team is fully versed in your firm's unique terminology, software, and workflows before they begin any client-facing work.
You maintain complete control. We provide you with a dedicated account manager as a single point of contact and offer access to real-time dashboards to track productivity and KPIs. We integrate with your preferred communication tools (like Slack, Teams, or email) for seamless daily interaction. Our model is designed for transparency, ensuring you always have a clear view of your team's activities and performance.
Our standard onboarding process takes between 1 to 3 weeks, depending on complexity. It involves four key stages: Discovery (understanding your needs), Team Selection & Training (matching experts and training them on your processes), Integration & Pilot (setting up systems and running a trial), and finally, Scale & Optimize (going live and focusing on continuous improvement). We manage the entire process to ensure it's smooth and requires minimal effort from your side.
We offer flexible engagement models to suit your needs. Our most popular model is the Dedicated Team model, where you get a full-time resource or team for a flat monthly fee. We also offer Staff Augmentation and hourly, project-based pricing for specific needs. Our pricing is transparent, with no hidden costs, and typically results in savings of up to 60% compared to in-house hiring.
Your satisfaction is guaranteed. While it's rare, we understand that not every placement may be a perfect fit. We offer a free replacement guarantee. If you are not satisfied with a team member's performance, we will work with you to find a suitable replacement quickly and ensure a seamless knowledge transfer at no additional cost to you.
Ready to Reclaim Your Firm's Focus?
Let's discuss how a dedicated, expert back-office team can reduce your costs, mitigate risk, and unlock new levels of growth. Schedule a free, no-obligation consultation with one of our professional services specialists today.
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