Micronetbd services

Every service in one place: implementation, migration, integration and a named admin afterwards.

Micronetbd is a certified Filevine, Salesforce, Litify and DocuSign partner and a Specright implementation partner. We implement the platform you run on, migrate your data onto it with a reconciliation report signed off before go-live, connect it to the rest of your stack, and keep it running on a flat monthly retainer. Salesforce and DocuSign consulting since 2012, from Hamilton, New Jersey.

Since 2012SOC 2 Type 2Certified partnerFixed scopeNamed admin
Micronetbd services: Filevine, Salesforce, Litify, DocuSign and Specright
Why leaders trust Micronetbd: Michelle Fry, General Counsel and VP at SchoolStatus

Watch

Why leaders trust Micronetbd: Michelle Fry, General Counsel and VP at SchoolStatus

Michelle Fry, General Counsel and VP at SchoolStatus, on why her team trusts Micronetbd with the platform their business runs on.

6:41 on the Micronetbd channel

More videos on this page
2012
Salesforce and DocuSign consulting since
25+
source systems migrated off, reconciled before go-live
5
platforms we are certified or partnered on
SOC 2
Type 2, the standard your client data is held to
Partners

Certified, listed and in the room

The platforms we implement and the partners we build alongside. Filevine, Salesforce, Litify and DocuSign certify us; the rest we integrate every month.

Filevine logoSalesforce logoLitify logoDocuSign logoSpecright logoPandaDoc logoRingCentral logoServiceNow logoSMS Magic logoCaseStatus logoYoCierge logoDBSync logoSkyRecruiter logo

Watch: one from each practice

Salesforce, Litify, Filevine, Specright and CRM, on camera.

Inside legal transformation: expert panel with Sbaiti and Company
Inside legal transformation: expert panel with Sbaiti and Company30:59 on the Micronetbd channel
Filevine RKO 2026 highlights
Filevine RKO 2026 highlights0:48 on the Micronetbd channel
Implementing Specright the right way: Spec Summit 2026 (George Ayub)
Implementing Specright the right way: Spec Summit 2026 (George Ayub)38:38 on the Micronetbd channel
Inside Salesforce: Jim Stoltzfus on partnering with Micronetbd
Inside Salesforce: Jim Stoltzfus on partnering with MicronetbdShort on the Micronetbd channel
How Micronetbd simplifies your business with smart CRM solutions
How Micronetbd simplifies your business with smart CRM solutionsShort on the Micronetbd channel
Experience matters: how Micronetbd architects Litify and Salesforce solutions
Experience matters: how Micronetbd architects Litify and Salesforce solutionsShort on the Micronetbd channel
By service

What we do on every platform

Implementation

Discovery, build, data load, training and go-live on a fixed scope, by the team that will support it afterwards.

Data migration

Off Needles, Clio, MyCase, ProLaw, MerusCase, Docketwise and 25+ other systems: a written field map, a sandbox load, a delta pass at cutover, a signed reconciliation report.

Managed services

A named admin, a ticket queue with an SLA, monitoring, training, monthly enhancements and release management on one flat monthly fee, in three tiers by scope. Filevine, Litify, Salesforce, Specright and DocuSign CLM managed services.

Salesforce admin as a service

Outsourced Salesforce administration with a named admin, an org assessment first and turnaround by priority.

Salesforce Quickstart

A scoped package to get a new org configured, loaded and adopted quickly.

CPQ implementation

Product catalog, pricing, quoting and approvals on Salesforce CPQ, designed with sales and finance in the room.

DocuSign CLM

DocuSign CLM implementation, configuration, administration and managed services: clause libraries, workflows and the Salesforce connection, then a named admin.

DocuSign eSignature

Envelopes, templates, PowerForms and the Salesforce integration, rolled out to the teams that sign.

Custom development

Apex, Lightning components, integrations and portals when the platform's own features are not enough.

Sales Cloud and Service Cloud

Pipeline, forecasting, cases, knowledge and omnichannel support configured to how your teams work.

Health Cloud

Care coordination, patient and member records and care team collaboration on Salesforce.

Legal CRM on Salesforce

Intake, matters, marketing attribution and reporting for law firms that want Salesforce underneath.

How an engagement runs

Discover, build, migrate, go live, run

The same team from the first call to the first month live.

The five steps of a Micronetbd engagement: discover, build, migrate, go live, run
1

Discover

A working session with the people who do the work, then a written scope with a fixed price and a timeline.

2

Build

The platform configured to how you run a matter, a deal or a spec, with your team testing on real records as it takes shape.

3

Migrate

Field map in writing, sandbox load, your team's sign-off on the reconciliation report, delta pass at cutover.

4

Go live

Training by role, a hypercare window, and the people who built it on the line.

5

Run

A named admin on a monthly retainer for whatever you run, so the platform keeps pace with the business.

After go-live

A named admin keeps it running

Managed services is one flat monthly retainer, not one per platform, for whatever system you run: Litify, Filevine, Sales Cloud, Service Cloud, Experience Cloud, DocuSign CLM or Specright. A named administrator who knows your org, a ticket queue with turnaround by priority (access and blocking issues the same business day), monitoring, user training, monthly enhancements and release management, from the people who built the system.

  • A named admin who knows your org, with a backup on the same team
  • Ticket queue with an SLA: turnaround by priority
  • Monitoring of integrations, automation and sync
  • Monthly enhancements and release management included
  • One flat monthly fee for every platform you run

Managed services, SLAs and what the retainer covers

A named Micronetbd administrator keeps your platform running after go-live
Where we are

Hamilton, New Jersey, and wherever the client is

Head office at 4 AAA Drive, Suite 205, Hamilton, NJ 08691, with clients across the United States. New Jersey firms and companies can meet the team in person; everyone else gets the same people on a call. Call (609) 435-1960, Monday to Friday.

Questions

Questions about working with Micronetbd

Which platforms do you implement?

Filevine, Salesforce (Sales Cloud, Service Cloud, CPQ, Experience Cloud, Health Cloud), Litify, DocuSign eSignature and DocuSign CLM, and Specright. We are a certified or listed partner on each, and the same team migrates data onto them and supports them afterwards.

Do you work on a fixed price?

Yes. Discovery produces a written scope with a fixed price and a timeline before any build starts. Changes are priced as changes, in writing, rather than absorbed into an hourly bill.

What does the managed services retainer cover?

A named administrator on a flat monthly subscription, for whatever system you run: Litify, Filevine, Sales Cloud, Service Cloud, Experience Cloud, DocuSign CLM or Specright. Access and blocking issues are handled the same business day and everything else has a turnaround by priority. It is one retainer, not one per platform.

How do you handle data migration?

A written field-by-field map first, then a sandbox load your team tests on real records, a delta pass at cutover, and a reconciliation report (source counts against destination counts, every exception with a reason) signed off before go-live. Twenty-five plus source systems so far.

Are you a Filevine partner or a Salesforce partner?

Both, and a Litify and DocuSign partner too. Micronetbd is listed in the Filevine partner directory as a certified implementation partner, in the DocuSign Partner Finder for DocuSign CLM services (other DocuSign partners bring us in on their CLM implementations), and has run Salesforce implementations since 2012. Filevine and Litify are partners we implement; we do not position one against the other.

Where are you based and who do you work with?

Hamilton, New Jersey, with clients across the United States: law firms, consumer goods and manufacturing companies on Specright, and growing companies on Salesforce. SOC 2 Type 2 controls apply to client data throughout.

Watch: clients, partners and the team on camera

More from the channel: client stories, partner conversations and George on data.

Case management transitions: the Micronetbd and YoCierge webinar
Case management transitions: the Micronetbd and YoCierge webinar1:01:30 on the Micronetbd channel
Gentell visits Micronetbd headquarters
Gentell visits Micronetbd headquarters2:27 on the Micronetbd channel
Insights from a law firm client
Insights from a law firm client3:45 on the Micronetbd channel
How Micronetbd transformed SchoolStatus' Salesforce and CPQ: a client story
How Micronetbd transformed SchoolStatus' Salesforce and CPQ: a client storyShort on the Micronetbd channel
Why your data fails: data normalization explained by George Ayub
Why your data fails: data normalization explained by George AyubShort on the Micronetbd channel
From Excel chaos to scalable data models
From Excel chaos to scalable data modelsShort on the Micronetbd channel
From challenges to vision: Micronetbd's long-term approach (Chris Reade)
From challenges to vision: Micronetbd's long-term approach (Chris Reade)Short on the Micronetbd channel
Optimizing the Litify experience: end-to-end case and data management
Optimizing the Litify experience: end-to-end case and data managementShort on the Micronetbd channel

More on the Micronetbd YouTube channel.

Tell us what you run. We will tell you what we would do.

Thirty minutes on a call with the people who will do the work, not a sales handoff.