Efficiency Experts for
Service-Based Businesses
Say goodbye to manual tasks and hello to automation. We streamline your operations so you
can focus on what matters most—growing your business.
About Us
Simpson & Associates is a virtual operations hub
founded by Casita Simpson, a CRM consultant and
sought-after speaker known as the Systems and
Automations Queen.
We help law firms, medical practices, real estate
agencies, financial services, nonprofits, and other
service-based businesses untangle disorganized
processes, patch operational leaks, and eliminate time-
sucking manual tasks. Through strategic CRM
implementation, workflow automation, and process
refinement, we support teams in running more
efficiently and scaling with confidence.
ceo & Founder, Casita simpson
We specialize in providing comprehensive CRM and operations solutions tailored
specifically for service-based businesses. Whether you're initiating a new system or
refining existing processes, our focus remains steadfast on transparency, efficiency, and
streamlined operations. Through meticulous documentation and thorough analysis, we
address the challenges inherent in business workflows, offering tangible benefits such as
enhanced productivity, improved team collaboration, and more consistent client follow-
up. Trust us to optimize your systems and strengthen your operations, allowing you to
dedicate more time to leading your company with confidence.
Our Brand
Commitment
Our
Promise
At Simpson & Associates, we streamline your operations so your business runs smoothly.
With deep experience across leading CRMs and workflow platforms, we design systems
that actually work for your day-to-day needs. From intake and follow-up automation to
team communication and accountability, we tailor every process to fit your business.
We build strong operational foundations that support growth, save time, and reduce
overwhelm. Our goal is simple: to help your business stay organized, consistent, and
running like a well-oiled machine.
Why Choose Us?
Customized workflows
that fit like a glove
Hands-on expertise
across leading CRMs
Transparent, proven process
for scaling sustainably
Featured In:
Legal Management Magazine – “Mastering the Paper Trail”
Speaking & training engagements across professional industries
Discovery Meeting
Sustainability in action
Operational Audit
implementation
Frequently
Asked
Questions
What if we don’t have
documented processes?
No problem. We’ll observe how your team
works and turn that into streamlined,
documented workflows.
Which CRMs do you support?
MyCase, PracticePanther, GoHighLevel, Asana, Lawcus, Lawmatics, HubSpot, Clio, Hivelight, and we’re always expanding.
Do you provide templates?
Every workflow is built from scratch based on
your business.
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Who do you work with?
We collaborate with law firms, realtors, accounting firms, and any service-based businesses requiring operational support.
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