The Nonprofit That Ran on Thumb Drives: A Microsoft 365 Case Study

A decade of intake forms were in a couple of filing cabinets. The case notes were in a five-year-old spreadsheet on someone’s laptop. The “grant narrative” existed in four versions with names like “FINAL_v3_REAL-FINAL.docx”, and nobone was sure which version had been submitted to what organizations… and when. This is a composite case study drawn […]

Case Study: Launching a Solo Practice Law Firm in Lee County, Florida

Case Study: Launching a Solo Practice Law Firm in Lee County, Florida Client Overview A newly independent attorney in Fort Myers, Florida sought to establish a solo practice law firm from the ground up. With no existing infrastructure, the attorney needed comprehensive support to transform from employed counsel to independent practice owner within 60 days […]