Law firms are sophisticated service businesses whose operational technology has often lagged badly behind their financial sophistication. The firms winning have built modern matter management, AI-augmented research and contract review, and the practice analytics that turn partner intuition into evidence.
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A Salesforce Consulting Partner since 2017, with 150 Salesforce certifications on the team.
Salesforce-based matter lifecycle including intake, conflict checking, deadline tracking, and attorney assignment, integrated with Aderant, Elite, iManage.
Integrated reporting across time, billing, payments, and matter cost, refreshed daily, not at month-end.
Custom AI workflows for contract review, NDA processing, and matter intake screening, built on Anthropic Claude with proper attorney oversight.
DMS integration with CRM, AI-powered knowledge retrieval, and structured knowledge capture from every matter.
Salesforce integration with trust accounting platforms, three-way reconciliation workflows, and audit-ready compliance reporting.
Claude-powered intake screening, automated conflict checking, and intelligent matter classification.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Most matter management is structurally unchanged from 15 years ago. Modern firms are moving to platforms that support the way attorneys actually work today.
Knowing actual matter, partner, and practice profitability is hard. Without it, optimization is impossible.
iManage, NetDocuments, SharePoint, individual drives, knowledge gets created and lost on a daily basis without intentional infrastructure.
Generic AI tools are not enough. Production legal AI requires custom workflows, proper handling of privilege, and integration with firm-specific knowledge.
Trust accounting rules are unforgiving. The systems supporting them often are not.
Slow intake costs the firm new matters. Better workflow, conflict checking, and automation transform the experience.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
Conflict checking, client confidentiality, trust accounting (IOLTA), and supervisory responsibility workflows.
IOLTA accounting separation, three-way reconciliation, and audit-ready trust ledger workflows.
Access controls, ethical-wall enforcement, and privileged communication handling within the platform.
Data subject request workflows, retention policy enforcement, and privacy notice management for global firms.
Hold notice workflows, custodian tracking, and preservation evidence that holds up in court.
Beneficial ownership verification, sanctions screening, and source-of-funds documentation where required.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Matter lifecycle systems, conflict checking automation, intake workflows.
Profitability dashboards by matter, attorney, practice area; realization tracking.
iManage, NetDocuments, SharePoint integrated as first-class CRM citizens.
AI-augmented intake, contract review, document analysis, and legal research support.
Marketing automation tuned for legal, thought leadership, events, and client communication.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Law firm diagnostic engagements covering matter management, financial analytics, and client development.
Defined projects for matter systems, profitability dashboards, or AI workflows.
Ongoing platform administration for firms running mission-critical legal systems.
Senior law-firm technology leadership for firms without a full-time CIO.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Working patterns we reuse across engagements, refined through our Salesforce and AI client work since 2017.
A reference architecture for intake, conflicts, engagement letters, and matter setup that compresses cycle time without sacrificing risk management.
Our framework for tracking matter health, profitability, deadlines, and capacity across practice groups.
A modern, secure client portal architecture for document sharing, billing visibility, and matter status that meets professional responsibility requirements.
A targeted assessment of how your DMS, billing system, CRM, and matter management connect, and where partners and associates lose time.
The Salesforce products and services we use most with legal clients. Salesforce consulting overview →
Consultant-level analysis from the consultants delivering the work.
How law firms use Salesforce for client intake, call routing, conflicts handoff, referral tracking, partner business development, privilege-aware access and engagement letters, and what phase one covers.
Read the full post →Implementation, integration, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →As a Gong services partner, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Yes, as long as each system keeps its job. Practice management and billing platforms handle matters, time and trust accounting, while Salesforce manages client relationships, business development, intake and referral sources. Sales Cloud tracks pitches and cross-selling, Service Cloud structures intake, and Experience Cloud can give clients a secure portal. Firms go wrong when they try to rebuild billing or docketing inside the CRM, so we draw that boundary before configuring anything.
Intake should capture parties, adverse parties and related entities in a structured form so conflict searches run against clean data. The CRM can orchestrate the workflow, sending the request to your conflicts system, routing results to the reviewing attorney, and opening the engagement once cleared. Integrations with the document management system and billing platform then carry the new matter forward. Structured intake also reveals which referral sources bring matters the firm actually accepts.
Privilege and client confidentiality drive nearly every design choice. Ethical walls need to be enforced in the sharing model, not just documented in policy, and sensitive matter details often belong in the document management system rather than the CRM. For AI, confirm how prompts and outputs are retained and that models are not trained on client data. Your general counsel or ethics partner should confirm how professional responsibility rules apply to each workflow.
AI helps most with the administrative work surrounding legal practice. Agents can prepare a client briefing before a partner meeting, summarize a lengthy intake submission, draft follow-up after an event, or suggest cross-selling opportunities from matter history. Contract review and research workflows can also run on Claude with attorney oversight. We keep attorneys as reviewers of anything touching legal judgment and log AI activity so the firm can explain how each output was produced.
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Free 30-minute strategy session with one of our consultants who knows your industry.
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