Client Services

The Partners of Clayton & McCulloh, P.A. created an innovative, courtesy resource for our clients and their management teams with the introduction of Client Services – believed to be the first in Central Florida if not the whole state, and still a rare service among Association Law Firms.

So what is Client Services? 

Think of us as your own liaison to assist with administrative, non-legal affairs with Clayton & McCulloh Law.  Client Services is a department of legal professionals, we are lay persons just like you; however, we also have a knowledge of the working systems and can help navigate you through your dealings with the Firm as well as basic statutory filing requirements for homeowner Associations in Florida.

Below is a summary of what we can provide for you, but not an exclusive one.  If you need help with something not listed below, just ask.

• Maintain your client files for the Firm.  This ranges from updating the Board members after elections, updating contact preferences, updating management changes, and compiling your in-house Governing Document file.
• Coordinate optional C&M service as your Registered Agent
• Send reminders to Board members for timely filing of your Association’s annual corporate report with the Florida Department of State, Division of Corporations
• Recommend and process flat fee packages to save your Association with funds
• Basic assistance with billing concerns such as resending lost invoices or billing histories.
• Arrange appointments with and process support documents to your attorney
• Provide courtesy referrals for other vendor services upon request
• Registration for our elective webinars and referrals to a third party for certification and continuing education classes
• Email alerts to pertinent information for board members and managers of HOAs, COAs, Co-Ops and Manufactured Home Parks.

Please feel free to contact the Client Services Coordinator for assistance whenever needed.

Also, for your convenience, we have created these links to online submission forms for: