top of page

Expertise That Drives Results

At Agility Solutions, we specialize in helping law firms and legal professionals streamline complex processes, improve accuracy, and strengthen compliance.
Our consulting focuses on three key areas designed to enhance performance and results across the legal lifecycle:

What We Offer

💼 Financial Management Consulting for Probate, Trusts & Estates

Streamline financial operations and ensure fiduciary compliance.

We provide expert financial consulting tailored to law firms and professionals managing probate, trust, and estate matters. From accounting oversight to trust fund compliance, we help you maintain transparency, accuracy, and efficiency at every step.

What We Offer:

  • Trust & Estate Accounting – Accurate reporting and reconciliation for estate and trust accounts.

  • Probate Financial Management – Guidance on managing estate assets, distributions, and recordkeeping.

  • IOLTA & Compliance Oversight – Ensure full regulatory compliance in handling client funds.

  • Budgeting & Cash Flow Optimization – Improve financial stability and predictability.

  • Technology Integration – Implement tools that automate accounting, billing, and financial tracking.

📌 Need expert guidance for probate, trust, or estate matters?

[Learn More →]

⚖️ AI-Enhanced Legal Research

Accelerate insight, accuracy, and turnaround times.

Our AI-Enhanced Legal Research service delivers precise, high-quality results in as little as 24 hours. Whether you’re developing case strategy, drafting motions, or preparing client advisories, we provide comprehensive research tailored to your needs.

What We Offer:

  • Comprehensive Legal Analysis – Thorough review of statutes, case law, and regulations.

  • Customized Research Reports – Professionally formatted summaries designed for practical use.

  • Fast Turnaround Options – 24-hour or 3-day delivery available.

  • Practice Area Expertise – Litigation, Corporate & Contract Law, Real Estate, and Estate Planning.

📌 Need reliable legal research support?  [Request Research →]

🔍 eDiscovery Consulting

Manage data with precision, compliance, and confidence.

We guide law firms and corporate legal departments through the entire eDiscovery lifecycle — from data identification and preservation to review and production — ensuring defensible, efficient processes every time.

What We Offer:

  • Data Identification & Preservation – Establish defensible workflows for data collection.

  • Litigation Readiness & Compliance – Build and maintain policies that meet legal obligations.

  • Technology-Assisted Review (TAR) – Use AI to reduce review costs and time.

  • Training & Best Practices – Empower your team with modern eDiscovery techniques.

 

📌 Need support with eDiscovery or litigation readiness?

[Schedule a Consultation →]

bottom of page