Built in your org, not in a demo.
Filevine, Salesforce, Litify, DocuSign CLM and Specright, configured to the way your team actually works.
Discover, design, build, go live
Six pieces of every build
Discovery
Your process, your data and the reports you are missing, written down before anyone configures anything.
Configuration
Objects, stages, phases, roles and permissions built to your practice areas or product lines.
Document automation
Templates, merge fields and generation, so the paperwork your team sends every day writes itself.
Intake and routing
Forms, qualification and assignment, connected to the sources your work actually arrives from.
Integrations
Texting, dialers, e-signature, accounting, medical records, call tracking and portals.
Training and go-live
Training by role on your own data, go-live support, then managed services if you want it.
You see it working before you commit to a date
Every phase ends with something you can look at, not a status report.
Discover
Workshops with the people who do the work, not just the partners.
Design
A written build your team signs off before configuration starts.
Build
Configured in a sandbox, loaded with your own records.
Go live
Training by role, cutover support, then a named admin.
Why implementations go wrong
Rarely the platform. Usually the process around it.
What we get called in to fix
- A build copied from a demo org, not the firm
- Automation nobody can explain or safely change
- Fields three teams fill in differently, so reports lie
- Training on fictional data a week before go-live
- No owner afterwards, so the build slowly rots
How we run it
- Configured from how your team actually works a file
- Documented automation with a named owner
- Required fields and validation, so reports mean something
- A sandbox with your real records, weeks early
- A named admin on a flat monthly subscription
Platforms we implement
One team across all of them, which is why the integrations between them hold.
Legal platforms
Business platforms
Tell us what the build has to do
One call about how your team works today is enough for us to come back with a written scope and a fixed fee.