It depends on your caseload, practice areas, team size, and budget. Clio suits firms that want a broad, well-supported all-rounder, Lawmatics leans heavily into intake and client nurture, and tools like MyCase, PracticePanther, and Filevine each have their own strengths. Because we only work with law firms, we can match you to the platform that fits how you actually practice rather than the one with the biggest marketing budget. If you already have a system in place, we work within it.
Both. Many firms already own a good platform but use a fraction of what it can do, often with a setup that was rushed or never tailored to their practice. We audit your current system, fix what is configured poorly, and build out the workflows and automations you are missing. You do not have to start over to get the full value of what you are already paying for.
A typical setup runs two to four weeks from kickoff to launch, depending on the size of your firm, the number of integrations, and whether we are migrating data from an old system. Simpler solo setups can move faster, while firms with years of records to migrate and several connected tools take a little longer. We give you a clear timeline at the start so you know exactly what to expect.
No. We map your existing data before anything moves, run the migration in stages, and verify that contacts, matters, documents, and history all transfer correctly before we switch you over. Your old system stays available as a backup until you confirm everything is in place. Clean migration is one of the most technical parts of this work, which is exactly why it should not be done by hand or in a rush.
We train your team. A new system only works if the people using it understand it, so every setup includes hands-on training and documentation written for your specific workflows, not generic vendor help articles. We walk your staff through intake, matters, tasks, and billing in the system as you will actually use it, and we stay available for questions after launch.
Our setup includes: (1) Discovery to understand how your firm runs and where time is lost, (2) Platform recommendation or audit of your existing system, (3) Full configuration of matter types, intake forms, document templates, and custom fields, (4) Workflow and automation build for intake, task assignment, and deadline tracking, (5) Data migration from your old system, (6) Integration with your email, calendar, billing, and e-signature tools, (7) Team training and workflow documentation, and (8) Optional ongoing support to refine the system as your firm grows.
Yes, and it is usually the single biggest time-saver we deliver. We build automated intake so new leads are captured, sorted, and moved through your pipeline without manual entry, with follow-up emails or texts triggered at the right moments and tasks assigned to the right people. The result is faster response times, fewer leads slipping through, and a clear record of where every potential client stands.
In most cases, yes. We connect your practice management platform with the tools you already rely on, including email, calendar, billing, payments, and e-signature, so information flows between them automatically. Where a direct integration does not exist, we use automation tools to bridge the gap. The goal is one connected system where a detail entered once shows up everywhere it needs to.
Yes. Setup gets your system running, but your firm changes over time as you add staff, take on new practice areas, or adjust how you work. We offer ongoing support to refine workflows, build new automations, and keep the system aligned with how your firm operates. Many firms keep us on a light monthly arrangement for exactly this reason.
Not at all. Solo attorneys often benefit the most, because you do not have an office manager or assistant absorbing the admin work. A properly configured system handles intake, deadlines, and follow-up so you can spend your time on cases instead of organizing them. We scale the setup to your needs, so you get a system that fits a solo practice rather than one built for a fifty-person firm.