Elevate Efficiency.
Thrive with Technology
I make technology and AI practical for the businesses that run on it every day.
Book a sessionTwo ways to work together
Discovery call
Have a quick question, or something you'd like to talk through? Let's chat. It's also a relaxed way to make sure I'm the right person to help before you commit to a full session.
Work session
Bring the specific thing you want solved, and we'll work on it together, hands-on.
Book your time
About Casita
Casita Simpson, featured in Legal Management Magazine, is a sought-after speaker, CRM Consultant, and the founder of Simpson & Associates LLC, a virtual operations hub. Casita is a Systems and Automations Queen who helps service-based businesses (law firms, doctors, real estate agencies, financial practices, nonprofits, and more) patch the leaks in their operations, untangle disorganized processes, and eliminate time-sucking manual tasks. These days, Casita is especially excited about AI and agents, and the way they're being folded into the programs businesses use every day.
Questions
How do I prepare?
Just bring your question and any logins or documents related to it. In the booking form, tell me what you need help with so I can come ready.
How do sessions happen?
We meet on Zoom. Your link is in your confirmation email, along with a calendar invite.
How long is a session?
Work sessions are 60 minutes, or 45 minutes if you've already had a discovery call. To be respectful of everyone's time, sessions end at the scheduled time. If there's more to do, you're welcome to book another one.
Can I reschedule or get a refund?
Plans change, and that's okay. You're welcome to reschedule using the link in your confirmation email. Refunds are available up to 48 hours before your scheduled time. After that, you can still reschedule, but sessions aren't refundable. If you haven't joined within 10 minutes of your start time, your session is marked as a no-show. No-shows aren't refundable and can't be rescheduled, but you're welcome to secure a new booking.