Services
The full lifecycle of a legal case management system — from the blueprint through migration, finance and integration, to the people who have to use it on a Monday.
Every engagement starts here. We sit with the people who actually take in, work and bill matters, and map how the firm runs rather than how the platform assumes it does. The output is a blueprint covering the data model, the workflows, the integrations and the migration plan.
You own the document whether or not you build with us. If you sign within 90 days, the fee is credited against the build.
A case management system configured from your blueprint rather than a vendor template. The data model is built around matters, parties, deadlines and the records your practice area actually turns on, with custom workflows for intake, document generation, task and deadline tracking, and matter-team access controls.
On Litify, on CaseCloud, or custom where neither fits.
A stalled or abandoned implementation is its own discipline, and the instinct to start again is usually wrong and always expensive. We assess what was built, what is salvageable and what has to be rebuilt, then give you a fixed price to finish it.
Occasionally the honest answer is that a configuration should be abandoned. We will say so, with reasons, rather than quietly rebuilding at full price.
Moving off a legacy system is where most projects quietly lose credibility with their own staff. We plan and run the migration as part of the engagement: mapping matters, parties, documents and financial history, reconciling what does not map cleanly, and validating the result against the source.
Nothing goes live on data nobody has checked.
We connect case management to the firm’s finances in one of two ways: natively inside Salesforce with Accounting Seed, or by integrating with external platforms such as QuickBooks, Aderant and other common legal billing systems.
Where off-the-shelf falls short we build custom — trust (IOLTA) accounting, contingency and settlement billing, prebill review and approval, and invoicing shaped to how each firm actually charges.
Case management earns its keep only when it is connected to the rest of the practice. We build integrations to document management, e-filing and court data platforms, time tracking, eDiscovery, legal research tools, and other practice management systems.
Priced per integration, so you can sequence them rather than buy them all at once.
Document classification and extraction, intake triage, summarisation of records a human still has to approve. Built with the evaluation and guardrails that decide whether a thing survives contact with real matters.
A good share of what firms ask about here is solved better by a workflow or a template. We will say so before the scoping work is billed.
Pricing
Scope varies, so we publish ranges rather than a single number. The blueprint is what turns a range into a price.
Describe the system you are trying to build, or the implementation that stalled. We will follow up with a call and, if it is a fit, a scope and a timeline.