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Techie PM
Techie PM, LLC, is an IT consulting firm focused on cloud-based technologies such as CRMs, practice management tools, and document automation. The firm excels at leveraging data and system integrations to improve both scalability and operational efficiency for clients. With owner, Beth's, broad expertise in technology consulting, adoption, and project management, combined with her experience as an Illinois estate planning lawyer and law firm owner, she offers unique insights into the complexities of small to medium-sized law firms.
Beth is dedicated to simplifying the technical challenges that lawyers often dread, and she especially loves guiding her clients to those 'aha' moments, showing them how streamlined technology can dramatically change their operations.
Project Scope
+ Custom Mapped Client Journey
+ Custom Canned Email Templates
+ Custom-Designed Forms
+ Project Statuses
+ Detailed Packages
+ Curated Payment Plans
+ Customized Scheduler Templates
+ Curated Workflows
+ Full System Testing
+ Custom System Review Videos
+ Two Weeks Continued Support
Project Scope
DUBSADO FULL SETUP
When two systems experts team up, magic happens! Working with TechiePM was like speaking the same digital language as we crafted 21 powerful workflows for their business. It was particularly exciting to collaborate with a fellow system enthusiast in owner Beth, who truly understood the value of building a rock-solid foundation. Together, we created a comprehensive client journey that perfectly aligned with their expertise in system setup. Talk about systems inception – helping system specialists streamline their own systems!
Systems Synergy
For a fellow systems expert, only the most streamlined setup would do! We equipped TechiePM with 5 power-packed forms, 26 strategic canned emails, and 4 efficient schedulers. Add in 12 precise project statuses, and you've got a system that truly practices what they preach!
Systems Experts Unite
