Simpson & Associates

Your Legal Efficiency Experts

We’re the experts at setting up systems and creating repeatable processes that grow with your firm.
Say goodbye to manual tasks and hello to automation.

Who we are

We make your life easier!

At Simpson & Associates, we’ve worked with almost every CRM law firm’s use, so rest assured, we’ll customize our solutions to perfectly fit your needs.

By automating those repetitive processes, you’ll free up valuable time and resources to scale your business. 

Our promise to you is that your law firm will run like a well-oiled machine.

Our Approach

Whether you’re setting up a new system or refining the old, we’re all about transparency. We document every step, so you’re never left guessing. Law firm chaos? Been there, fixed that. Let us streamline your cases, boost productivity, and foster better collaboration amongst your team, so you can focus on what you do best – practicing law with confidence.

About The Founder

Founder & CEO | Simpson & Associates, LLC

Casita Simpson, holds a Bachelor’s in English from FIU and a technical writing certificate. With roots in law firms and a tenure at Crystal Cruises’ legal department, she excels in corporate law and process optimization. Casita spearheaded digital transitions for Virgin Voyages and Crystal Cruises, developing a database for legal documents. Armed with a Paralegal certificate, she aids small to midsize firms in navigating legal complexities and scaling operations. Now, as an entrepreneur, Casita is dedicated to empowering businesses while giving back to her community, combating food insecurity, and supporting charitable causes.

Nationwide Services

We offer nationwide services.

In the state of Florida, we serve these cities.

Spotlight Services

Our Most In-demand Service

We’re here to ensure a seamless solution for all your legal requirements.

customer relationship management

CRM Services

We are dedicated to helping businesses and clients optimize customer relationships, streamline operations, and drive growth through our tailored CRM services and solutions.
Notary Services

Online & Mobile Notary

We offer the convenience of both online and mobile notary services, ensuring your documents are authenticated efficiently, whether you’re at home or on the move.

Paralegal Support

Paralegal Services

Simpson & Associate’s paralegal support provides expert assistance, streamlining legal processes and offering valuable insights to guide you through complex matters.
What We Offer

Our Services

S&A CRM Design Services
CRM Services

CRM Consulting and Implementation Services - Consulting, Strategic Planning, and Implementation/Setup Services (affectionately known as S&A’s CRM Design Services)

S&A CRM Design Services
CRM Maintenance Package

Membership Packages for Enhanced Legal Efficiency Select the package that aligns with your vision and experience unparalleled support, training, and resources to elevate your legal journey.

Paralegal Support
Paralegal | Discovery/Trial Support Fields of Law Experts

S&A's dedicated team of legal professionals are experts in the following areas of law: Florida Probate Law, Estate Planning Law, Corporate Law, Intellectual Property Law, Florida Real Estate Law, Litigation Law, Family Law

Notary Services
RON Services | Florida Estate Planning Signing Services | Apostille Services

We offer hassle-free Notary Services

notary Services

Secure, Notarize, and Authenticate Your Legal Documents

Notary Services | RON Services | Florida Estate Planning Signing Services | Apostille Services | Closing Signing Agent Services
Nationwide Remote Online Notary Services

Remote Florida Estate Planning Signing Meeting Services - We will virtually notarize your estate planning documents, including two witnesses.

In-Person Notary Services

One Financial Plaza, SE 3rd Ave Suite 1000, Fort Lauderdale, FL 33394, United States

Apostille Services

Our apostille service offers efficient and reliable document authentication for international use, ensuring your documents are valid and recognized across borders.

Certified Signing Agent Services

We provide seamless notarization for real estate transactions, loans, and legal documents.

Why Choose Us

Why Choose Us

Attentive Care

Our services are tailored with your law firm clients in mind. We deploy careful and considerate care with keen attention to detail that prioritizes your clients' needs. We expand meticulous and thoughtful assistance, focusing on even the most minor details to ensure we meet and exceed your client's expectations.

Proven Results

We have a strong track record of delivering successful outcomes for our clients. Our portfolio showcases numerous projects that have resulted in tangible, positive results. By choosing to work with us, you can feel confident that you're partnering with a business with the expertise and experience necessary to help you achieve your goals.

Flexible Approach

Our flexible approach lets us acclimate to the unique needs of each client. We listen to your concerns, understand your goals, and tailor our services to meet your specific requirements, which facilitates us to work efficiently and effectively, ensuring that you get the best possible results.

Innovative Ideas

We are committed to staying ahead of the curve regarding industry trends and best practices. Our team of experts continuously looks for new, innovative ways to solve problems and achieve success for our clients. This forward-thinking mindset sets us apart from competitors and ensures you receive cutting-edge solutions.

Comprehensive Care

One of the key benefits of working with Simpson and Associates is the breadth of services we offer. From consulting and strategy development to implementation and ongoing support, we cover all aspects of your project. This comprehensive approach means your company can rely on one trusted partner for all your needs, streamlining the process and reducing potential miscommunication or delays.

CRM Partnerships


Simpson & Associates has an active partnership with MyCase. Our team of professionals can use our expertise to streamline and maintain your existing CRM if you are a MyCase user.


We have a close partnership with Lawcus and potentially leverage discounted pricing. If your firm currently utilizes Lawcus, our team will streamline and/or maintain your subscription.


Simpson & Associates has an active agency account with Lawmatics, which means that we can manage your account without costing you additional users. If your firm currently utilizes Lawcus, our team will streamline and/or maintain your firm’s database.


Simpson & Associates is a certified Practice Panther user. We can even assist with synching your Practice Panther and Lawmatics accounts for maximum efficiency. The team can maintain and/or streamline your existing account.

Clio Grow and Clio Manage

We recently partnered with Clio to assist the firms we support that love their Clio account. We are well versed in both Clio Grow and Clio Manage and explain the benefits of both or streamline and/or maintain your system.


We aim to support your firm from initial strategy development to hands-on configuration and training; we empower your team to harness the power of CosmoLex for optimized client relationships and streamlined workflows.


What Our Clients Say

Extremely informative about the CRM that our firm is switching to! Exceptionally patience and with answering questions about Lawcus. Will definitely continue to utilize for services and highly recommend. The words 'fast' and 'bureaucracy' seldom go together, but Casita Simpson is truly a game-changer in the realm of notary services. When we found ourselves in urgent need of getting a document apostilled—a process that generally takes weeks—Casita proved to be a lifesaver.

Nequosha Anderson

Casita at Simpson & Associates, helped us get a document apostille in Florida very last minute and under a huge time crunch! She made herself available immediately and dropped everything to ensure she was able to fulfill our time sensitive request! The words 'fast' and 'bureaucracy' seldom go together, but Casita Simpson is truly a game-changer in the realm of notary services. When we found ourselves in urgent need of getting a document apostilled—a process that generally takes weeks—Casita proved to be a lifesaver.

Roman & Marcus

Simpson & Associates truly care about their clients. They go above and beyond to provide caring, quality, and skillful services and support. Because of Casita and her team, my firm was able to streamline a lot of processes in order to efficiently serve more families. I highly recommend Simpson & Associates!

Kristen Goss

I used Casita and her firm during my recent divorce case. She was knowledgeable, capable and up to the task of organizing 8,000 pages of documents in triplicate into files, identifying what was missing and submitting the required discovery documents before the deadline. Her team was also on-site during my hearing and was able to provide the necessary documents upon request. She was a god-send when I needed her the most! Would highly recommend her!

Marcea Whitaker

I cannot rave enough about the work Casita has done! She took my bare-bones case management system and made it so it works nearly on it's own. Workflows, document templates, email templates, automatic reminders, integrations - it's all there. Casita is worth every penny!”

Pamela Fero, Esq. Pamela Fero Law, Plantation, FL

One word comes to mind when I think of Casita Simpson and that’s REMARKABLE. I worked with Casita and Simpson & Associates, LLC for the last two years. She is the consummate Florida Registered Paralegal, always the first person to offer help and develop support solutions. Casita fit my team perfectly and was instrumental in helping me build out my firm. Casita’s work ethic and integrity is beyond reproach. Hire her!

Paul R. Ferreira JD CPA CFE The Lexwerx Law Firm | Tampa, FL

Casita has helped to streamline my practice. She is committed to doing a thorough, competent and timely job, possess excellent communication skills, and is willing to learn and acceptguidance where necessary. She is fluent in a variety of tech platforms, interacts well with my clients, and possess excellent organizational skills to keep me on task (which is no small feat!). I would recommend her work to others without reservation.

Colleen Zitman, Esq. The Law Office of Colleen Zitman | Brooklyn, NY

My experience working with Casita and her team has been amazing. Casita's candor and authentic passion for providing excellent paralegal services are unparalleled. Before working with her, I searched for ways to improve systems and catch up on work that seemed overwhelming for me as a solo. Casita came onboard, learned my firm's system, and committed to adhering to the system and improving it as well. Casita and her team are invaluable to my firm's operations.

Temi Siyanbade, Esq. The Law Office of Temi Siyanbade | Houston, TX

Are you ready to simplify, automate, and scale? Law firm chaos? Let us fix it!

Contact us today for a consultation with our team!

Chat with Us

Get the information you're looking for. Obtain expert advice easily by chatting with us!

Send us an Email

Get in touch easily by sending us an email at and we'll promptly address your queries.

Call Our Hotline

Require direct assistance? Don't hesitate to call our hotline for immediate support.


Frequently Asked Questions

I can notarize as many documents as you provide as long as you agree to pay the fee for each additional document to be notarized.
Since I am a Florida Notary Public, your documents would be governed under the general laws of the State of Florida.
Yes, I can still notarize your document(s) as long as you agree to the documents being governed by the State of Florida.
The notarial certificate is a written statement, signed and sealed by the notary public, certifying the facts of a notarial act. The two most common are Oaths and acknowledgments.
Yes, but only if you can determine the appropriate notarial certificate that should be included with the document(s) to be notarized. The two most common are Oaths and acknowledgments. If you need help determining the appropriate certificate, just let us know, and we can provide that.
  • A computer and a smartphone (with internet access) or just a smartphone
  1. Webcam or phone’s forward-facing camera
  2. One of the following United States IDs:
      • Drivers License
      • State Issued ID card
      • US passport
  3. Credit history (used for providing KBA questions)
KBA is a method of authentication that seeks to prove the identity of someone accessing a service such as a financial institution or website.

Contact Us

Interested in our services?
Send us a message or email us at

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