Case Study: Performance Paralegals streamlines entity management with Athennian

How a small paralegal company with a commitment to technology solutions and up-to-date workflow, leveraged Athennian’s features to suit their unique needs

Performance Paralegals, a small legal services firm in Edmonton, Alberta, wanted a cloud-based entity management solution that could support its technology-forward approach, reduce manual work, and lower printing and copying costs for its high volume of short-term clients. The team needed a platform that could handle active and inactive entities efficiently while keeping records organized and compliant.

Athennian provided the solution by training the team on its platform and tailoring multiple registers and ledgers to Performance Paralegals’ unique workflow. With Athennian, the firm streamlined entity management, launched virtual minute books, and avoided repetitive data entry when clients returned. Roberta L. Metivier also praised Athennian’s straightforward support and training, saying the platform helped her manage 19–20 complex entities more easily in just two to three months.

Performance Paralegals

Roberta L. Metivier

Corporate/Tax Paralegal, Manager, and Co-owner, Performance Paralegals.