Outstanding Technology + Knowledgeable Consultants + Customized Solutions =

Unrivaled Productivity

Productivity is in our blood. We know that competitive firms like yours need solutions that save you time and increase your output. We know that time is one of your most valuable resources, and that you’re sick of wasting it on tedious issues within your management systems.

about optiable craig bayer | legal document management software
about optiable craig bayer | legal document management software

The Story of Optiable:

Disaster Brings Freedom

In 2005 Katrina slammed into Louisiana and the rest of the Gulf Coast, destroying homes and businesses on a massive scale. I was three years into helping attorneys, engineers, and financial advisors use technology to improve their firms. After Katrina, dozens of these firms came to me seeking help to rebuild their firms from the ground up.

This experience changed my perspective on what’s possible for firms when they embrace the advantages technology can give them.

In many cases, losing everything freed these professionals to rethink how they wanted their firms to look once we completed rebuilding.

  • They were free to build the firm how they wanted
  • They weren’t tied down to old structures and traditions
  • They embraced technology based on how it would create an efficient, flexible firm, not how it would fit into the old way of doing things
  • They were no longer tied to a physical office. Both attorneys and staff were able to work remotely without sacrificing efficiency or security.

The funny thing is, many of these professionals resisted technology before the storm… 

After losing everything, they built firms that took advantage of everything technology could do for them, often making their firms better than they were before Katrina hit.

Then in 2020, those same law firms experienced something completely unexpected. 

Covid 19 forced nearly every law firm to operate remotely. Most firms were caught entirely off guard. 

The firms in New Orleans who had been through Katrina and lost everything, had already adapted to how they operate, didn’t miss a beat. Social distancing and gathering restrictions had no impact on the operation. 

When Covid hit, many people reached out to get help in the transition to working from home. But not the clients I had helped after Katrina. I didn’t hear a word from them. 

Well, not true. Some of them did reach out to say, “Thank you.” Because they had already made the transition, they felt little or no disruption in productivity from Covid. While other firms were playing catch up, they were already getting ahead. 

Who knew the devastation of Katrina in 2005 would put law firms in the path of the storm in the perfect position to weather a new type of storm brought on by a virus. 

It used to seem like a stretch to be able to work from home, or anywhere outside the office. Now, not only is safe, remote work possible, it has become necessary.

Have You Ever Wondered..?

But even before the disaster, these professionals had a strong sense that their firms could be improved with technology. But change is hard. Often, we drag our feet because our operation is doing good enough, and making a shift would cause a disruption. 

If you’re like them and many of the attorneys, engineers, or financial advisors we talk to, some of this may sound familiar:

  • You feel like your operations could be more efficient and productive
  • You’d love it if you could use technology to do what it does best, freeing up your team to focus on their areas of expertise
  • You want to give your team the flexibility to be mobile but in a way that keeps the firm and its clients safe
  • You wonder if other firms are using technology to gain a competitive edge

The Problem is Knowing the Best First Step

You’re an expert at what you do, and that’s your focus. Knowing what to do or where to start when integrating technology into your firm’s workflow isn’t an area of expertise… and this makes it difficult to adopt technology that can help you.

  • You’re busy running and growing your firm, and you don’t have time to keep up with the technology that can improve your firm’s efficiency and output.
  • You’ve tried various technologies in the past, and it actually made things worse. You didn’t have time to figure out why, so you dropped it.
  • When you tried upgrading systems and technologies in the past, some staff rebelled and continued working how they felt most comfortable.
  • You’ve tried a platform or a method someone else recommended, and it didn’t work out for you. 

The problem is competing firms are using technology to become more productive, making it difficult for firms who resist these advances to keep pace.

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Optiable Has Been Helping Firms Like Yours Since 2002

Since 2002, I’ve helped hundreds of attorneys, engineers, and financial advisors use technology to improve their businesses.

Clients I’ve helped enjoy:
Greater efficiencies
Improved security
A safe mobile workforce
High technology adoption
No wasteful redundancies
More time for productive tasks
Client data in a virtual lockbox
Increased controls over document access and persmissions
Freedom from choosing between efficiency, mobility, security and more...

Can this Work for You?

Maybe you’ve tried upgrading your firm’s technology in the past, and it made things worse, so you’re wondering if this can work for you.

Well, it depends…

If you don’t choose the right technology for your needs or set it up so it complements (rather than works against) your firm’s existing workflows, upgrading your technology may gum things up.

If you choose the right technology, though, it slides right into the platforms and processes you are already using. 

This is why Optiable’s focus is on helping you pick the right technology for your firm and showing your team how to make that technology work for them.

This process has worked for firms similar to yours…

If you can explain how your firm operates, then it’s likely we can help you too.

Click Here to learn how
about optiable craig bayer | legal document management software
about optiable craig bayer | legal document management software

Ways We Can Help You for Free

I’ve created several free resources to help you with your firm’s technology.

Get those here:

  1. Document Management Software Made Easy
  2. Common Mistakes that Law Firms Make
  3. Blog – “How to” articles, tech trends, reviews, and more
  4. Newsletter – Monthly tips on how to optimize your firm’s tech, productivity tips, and more

If You Want Personalized Help for Your Firm...

The first best step is to set up a call.

Click below to schedule a free, no obligation, no pressure conversation to help us learn more about your firm, and see if there’s a way we can help you.

Click to schedule your free consultation