Managed Outsourcing for Professional Services
Scale Your Professional Services Firm, Intelligently.
Stop letting administrative drag kill your billable hours. We provide managed, expert teams to handle your back-office and core operational tasks, so you can focus on what you do best: serving your clients.
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Your Strategic Growth Partner
Professional service firms thrive on expertise and client relationships. We handle the operational complexities, providing the foundation for you to scale profitably and efficiently.
Ironclad Security & Compliance
Your client data is sacred. We protect it with SOC 2, ISO 27001, and CMMI Level 5 certified processes, ensuring enterprise-grade security and absolute confidentiality for your peace of mind.
Seamless Team Integration
We don't just work for you; we work with you. Our teams integrate into your existing workflows and communication channels, becoming a true, responsive extension of your firm.
Deep Industry Expertise
We provide professionals who understand the nuances of your industry, whether it's legal, accounting, engineering, or consulting. Get specialized support, not generic assistance.
On-Demand Scalability
Scale your support staff up or down in response to client demand and project pipelines. Avoid the costs and complexities of hiring, training, and managing a large in-house team.
Significant Cost Reduction
Transform your cost structure. By leveraging our global talent and streamlined processes, our clients typically reduce their operational costs by up to 60% while improving output quality.
AI-Powered Efficiency
We augment our expert teams with AI-powered tools for automation, data analysis, and quality control. This blend of human talent and technology delivers superior accuracy and speed.
24/7 Operational Support
Your business doesn't stop, and neither do we. With teams structured to cover all time zones, we provide the round-the-clock support needed to meet tight deadlines and serve a global clientele.
Proven, Mature Processes
With over two decades of experience, we've refined our processes for smooth onboarding, effective knowledge transfer, and consistent, high-quality service delivery. We de-risk the entire outsourcing journey.
Dedicated Management
Receive a single point of contact through a dedicated account manager who understands your business goals and ensures our team consistently exceeds your expectations and meets all SLAs.
A Full Spectrum of Professional Support Services
We offer a comprehensive suite of managed services designed to offload critical but non-core functions, freeing your experts to focus on high-value, client-facing work.
Paralegal & Legal Assistant Support
Augment your legal team with qualified paralegals who can handle case management, legal documentation, and administrative tasks, directly increasing your attorneys' billable hours.
- Drafting and reviewing legal documents.
- Case file management and organization.
- Scheduling depositions and client meetings.
Legal Research Services
Our legal research specialists provide comprehensive support by gathering case law, statutes, and other critical information, enabling your attorneys to build stronger cases faster.
- LexisNexis & Westlaw research.
- Memoranda and legal brief preparation.
- Citation checking and verification.
e-Discovery & Document Review
Streamline the discovery process with our managed document review services. We handle large volumes of data efficiently and accurately, reducing costs and accelerating timelines.
- First-pass and privilege review.
- Data processing and culling.
- Support for platforms like Relativity.
Client Intake & Onboarding
Ensure a professional and efficient first impression. We manage the entire client intake process, from initial contact and conflict checks to onboarding and file creation.
- 24/7 new client inquiry response.
- Conflict of interest checks.
- Engagement letter and retainer processing.
Legal Billing & Invoicing
Improve your cash flow with accurate and timely billing support. Our team manages time entry, invoice generation, and collections, ensuring you get paid for your work promptly.
- Time and expense entry management.
- Invoice creation and distribution.
- Follow-up on outstanding accounts receivable.
Bookkeeping & Payroll Services
Maintain pristine financial records with our expert bookkeeping and payroll support. We ensure accuracy, compliance, and timely processing so you can focus on advisory services.
- General ledger maintenance and reconciliation.
- Full-cycle payroll processing.
- Compliance with local and federal regulations.
Tax Preparation Support
Scale your capacity during tax season without hiring temporary staff. Our team assists with data collection, preparation of tax forms, and review, freeing your CPAs for complex returns.
- Individual and corporate tax form prep.
- Data organization from client documents.
- Review and quality checks before filing.
Financial Statement Preparation
Receive accurate and timely financial statements. Our team compiles balance sheets, income statements, and cash flow statements, providing a clear picture of financial health.
- Monthly, quarterly, and annual reporting.
- Adherence to GAAP standards.
- Customized reporting for management review.
Accounts Payable & Receivable
Optimize your firm's cash flow by outsourcing AP/AR management. We handle invoice processing, payment scheduling, and collections to improve your working capital cycle.
- Vendor invoice processing and payment.
- Client invoicing and collections calls.
- Aging report analysis and management.
Market Research & Data Analysis
Empower your consultants with robust data. Our research teams gather and analyze market data, competitive intelligence, and industry trends to support your strategic recommendations.
- Primary and secondary research.
- Data visualization and dashboard creation.
- Competitive landscape analysis.
Presentation & Report Design
Deliver polished, high-impact presentations and reports. Our design specialists transform your raw data and insights into visually compelling materials that resonate with C-level audiences.
- PowerPoint and Google Slides design.
- Infographic and chart creation.
- Brand-compliant template development.
Proposal & SOW Creation
Accelerate your sales cycle by outsourcing the creation of proposals and Statements of Work (SOWs). We help you craft detailed, professional documents that win new business.
- Proposal template management.
- Drafting SOWs based on project scope.
- Quality assurance and proofreading.
CRM & Sales Operations Support
Maintain a clean and effective sales pipeline. Our team manages your CRM system, ensuring data hygiene, lead qualification, and accurate reporting for your business development team.
- CRM data entry and cleansing.
- Lead list building and qualification.
- Sales pipeline reporting and analysis.
Executive & Administrative Assistance
Provide your senior leaders with dedicated virtual assistants to manage schedules, travel, expenses, and communications, maximizing their productivity and focus.
- Calendar and email management.
- Travel booking and itinerary planning.
- Expense report processing.
Data Entry & Management
Ensure your data is accurate, organized, and up-to-date. We provide high-volume data entry, cleansing, and validation services with a focus on precision and speed.
- High-accuracy data input and verification.
- Database cleansing and deduplication.
- Data migration and system updates.
Marketing Operations Support
Execute your marketing strategy flawlessly. Our team supports marketing automation, social media management, email campaigns, and analytics, driving lead generation and brand growth.
- Email campaign deployment.
- Social media scheduling and monitoring.
- Marketing analytics and reporting.
IT Helpdesk & Tech Support
Provide your employees with reliable, 24/7 technical support. Our IT helpdesk services handle troubleshooting, software support, and user administration, ensuring minimal downtime.
- Level 1 and Level 2 technical support.
- Software installation and troubleshooting.
- User account and access management.
Our Proven 4-Step Process
We've engineered a seamless and transparent process to integrate our team with yours, ensuring a smooth transition and immediate value delivery.
1. Discovery & Scoping
We start with a deep dive into your firm's unique challenges, workflows, and goals to define the precise scope of work and success metrics.
2. Team Assembly
We handpick a team of professionals with the specific industry expertise and technical skills required to meet your needs, led by a dedicated account manager.
3. Seamless Onboarding
Our structured onboarding ensures a smooth knowledge transfer. We map your processes and integrate with your systems for a frictionless transition.
4. Delivery & Optimization
We launch the service, providing transparent reporting and holding regular reviews to continuously optimize performance and drive greater efficiency.
Results That Speak for Themselves
See how we've helped professional services firms like yours overcome operational hurdles and achieve significant growth.
The Challenge: Maximizing Billable Hours
- Highly skilled paralegals were bogged down with non-billable administrative work.
- Inconsistent client intake processes led to delays and a poor initial experience.
- Difficulty scaling support staff to handle large, document-intensive cases.
- Rising operational costs were impacting the firm's overall profitability.
Our Solution: A Managed Paralegal Support Team
- Deployed a dedicated team to manage document review, organization, and coding.
- Implemented a 24/7 client intake process to handle initial inquiries and onboarding.
- Provided on-demand support for legal research and case file preparation.
- Assigned a dedicated manager to ensure quality and seamless communication.
The Challenge: Scaling Research & Analysis On-Demand
- Senior consultants were consumed by time-intensive, non-strategic research tasks.
- Long lead times for new projects due to resource constraints for initial data gathering.
- Inconsistent quality and formatting of client-facing presentations and reports.
- Inability to pursue multiple new business opportunities simultaneously.
Our Solution: An Integrated Research & Design Pod
- Provided a flexible, on-demand team of market researchers and data analysts.
- Established a dedicated presentation design unit to create high-quality, branded deliverables.
- Managed CRM data to track and nurture new business leads effectively.
- Created a streamlined workflow for requesting and receiving research and design support.
The Challenge: Conquering Seasonal Bottlenecks
- Extreme workload spikes during tax season created massive operational bottlenecks.
- High costs and administrative burden associated with hiring seasonal temp staff.
- Inconsistent work quality from temporary employees who lacked firm-specific knowledge.
- Inability to accept new clients during peak season, limiting annual growth.
Our Solution: A Flexible Tax & Bookkeeping Team
- Provided a scalable team of trained tax preparation assistants that could be ramped up pre-season.
- Handled year-round bookkeeping for clients, ensuring data was tax-ready.
- Implemented a multi-stage quality review process to ensure accuracy and compliance.
- Freed up senior CPAs to focus on complex returns and high-value client advisory.
Expertise Across Professional Verticals
We understand that every professional service has unique needs. Our teams are structured with the domain knowledge to deliver exceptional value in your specific field.
Legal & Law Firms
Accounting & CPA Firms
Management Consulting
Architecture & Engineering
Marketing & Media Agencies
Financial Services
Real Estate
Healthcare Administration
Technology & Platforms We Master
Our teams are proficient in the software and platforms your firm already uses, ensuring zero learning curve and immediate productivity.
Flexible Engagement Models
We offer flexible engagement models designed to align with your specific business objectives, operational needs, and budget.
Dedicated Team Model
An integrated team of professionals works exclusively for you as a long-term extension of your in-house staff, providing consistent support and deep institutional knowledge.
- Ideal for ongoing, core functions.
- Maximum control and integration.
- Predictable monthly pricing.
Managed Services Model
We take full responsibility for specific processes or functions based on agreed-upon Service Level Agreements (SLAs), delivering defined outcomes and freeing you to focus on your core business.
- Outcome-based and SLA-driven.
- Access to a wide range of expertise.
- We manage the process end-to-end.
Project-Based Model
Perfect for one-time or intermittent needs with a clear scope and timeline. We provide a dedicated team to execute your project from start to finish with defined deliverables and milestones.
- Best for discrete, well-defined projects.
- Fixed pricing and clear timelines.
- Ideal for e-discovery or market research.
What Our Clients Say
Our success is measured by the success of our clients. Here’s what they have to say about our partnership.
"The level of detail and industry knowledge their team brought to our financial analysis was exceptional. They're not just a vendor; they're a genuine partner in our success."
"Outsourcing our CAD drafting to LiveHelpIndia allowed our senior engineers to focus on design and innovation. The quality is consistently high, and the turnaround time is impressive."
"Their 24/7 client intake service has transformed our lead conversion. We're capturing opportunities we previously missed and providing a better client experience from day one."
"The transition was seamless. Their team learned our processes faster than expected and immediately started adding value. The security protocols they have in place gave us complete confidence."
"We cut our monthly bookkeeping costs by over 50% without sacrificing an ounce of quality. The reports are always on time and accurate. It's one of the best business decisions we've made."
"Their marketing operations support has been phenomenal. They handle our campaign execution flawlessly, allowing our internal team to focus entirely on strategy and creative."
Our Commitment to Excellence, Recognized Globally
Our dedication to quality, security, and client success is validated by industry leaders and international standards.
Frequently Asked Questions
We operate under a multi-layered security protocol. Our infrastructure is SOC 2 and ISO 27001 certified, ensuring enterprise-grade data protection. All team members sign stringent NDAs, and we utilize secure, encrypted networks, access controls, and regular security audits to protect your sensitive information and maintain absolute client confidentiality.
Absolutely not. Our managed service model is designed for transparency and collaboration. You get a dedicated account manager, access to performance dashboards, and regular reporting. We work with you to map your existing processes and establish clear SLAs, ensuring our team functions as a seamless, accountable extension of yours.
Yes. We go beyond general administrative support. Our talent pool includes professionals with specific expertise in legal (paralegals, legal researchers), finance (bookkeepers, tax preparers), engineering (CAD drafters), and marketing (digital marketing specialists). We match you with a team that has the right domain knowledge for your industry.
We build teams to align with your business hours, ensuring real-time collaboration. Our professionals are fluent in English and trained in cross-cultural communication. We integrate with your preferred tools—like Slack, Microsoft Teams, and Asana—to make communication seamless and efficient, just as if we were in the next office.
Our onboarding is a structured, four-step process: 1. Discovery & Scoping: We understand your needs and define the project scope. 2. Team Matching: We assemble a vetted team with the right skills. 3. Knowledge Transfer & Onboarding: We work with you to smoothly transition processes. 4. Service Delivery & Optimization: We launch the service and continuously monitor performance for improvement.
Ready to Reclaim Your Focus?
Let's discuss how a managed outsourcing strategy can reduce your costs, increase your efficiency, and unlock new growth for your firm. Schedule a free, no-obligation consultation with one of our industry specialists today.
Schedule Your Free Consultation