Everything your firm needs to modernize — under one roof
Most consultancies stop at software. We cover the whole journey — assessment, selection, setup, integrations, training, handover and ongoing care — across the platforms, the AI, and the infrastructure it all runs on.
Practice Management
Implementation, data migration, and optimization across the full Clio suite — Manage, Grow, Draft, Duo, Accounting, and Payments — plus MyCase and MyCase IQ. We configure the system around how your firm actually works.
- Clio & MyCase setup to vendor best practice
- Legacy data migration with verified trust ledgers
- Custom fields, templates, automations & integrations
Legal Research & AI
Vendor selection and attorney rollout for Lexis+ with Protégé, Westlaw Advantage and CoCounsel, and Midpage — including prompt training and citation-verification workflows built around the attorney's own review.
- Lexis+ Protégé & Westlaw CoCounsel rollouts
- Midpage + Claude MCP research desk
- Citation-verification workflows
AI & LLM Adoption
Selection and deployment of Claude, ChatGPT, Gemini, Copilot, and agentic tools on business plans, configured around your firm's confidentiality requirements — the applicable agreement and data terms reviewed; training, retention, access and feature settings documented; attorney-review workflows in place — with a written AI policy and hands-on staff training.
- Claude / ChatGPT / Gemini / Copilot business plans
- Agreement reviewed; training, retention and feature settings documented
- Firm AI policy for attorney approval
Private & Local AI
On-premises AI for work the firm prefers not to send to an outside model provider: open-weight models (Qwen, Gemma, gpt-oss, Llama, Mistral) on hardware selected by measured workload — from a single workstation to GPU servers — with private document search (RAG), matter-level permissions, a reviewed data path (telemetry, updates, remote support, backups, licenses), and the training to use it well.
- Open-weight models on hardware you control
- Hardware selected from a measured workload
- Private document search with matter-level permissions
Training & Enablement
Role-specific programs for firm leaders and attorneys, staff, administrators, and the people who build and maintain your automations. Synthetic exercises first, then your real workflows; recorded libraries, new-hire onboarding, skills checks, and refreshers as your tools change.
- Tracks for attorneys, staff, administrators & builders
- Synthetic exercises first, then your workflows
- Skills checks & new-hire onboarding
Infrastructure & Security
Internet bandwidth and reliability upgrades, VoIP and unified communications, cloud migration, Microsoft 365 hardening, and law-firm-grade cybersecurity mapped to ABA guidance.
- Internet & VoIP upgrades
- Cloud & Microsoft 365 migration
- Cybersecurity assessments & policies
Technology Assessment
The place to start: a fixed-fee review of your systems and data, the workflows your people actually run, your security posture, and current AI use — delivered as a systems map, a prioritized roadmap with estimated costs, and clear selection criteria. Credited toward your implementation if you proceed.
- Systems & data map
- Workflow, security & AI-use review (incl. SB 574)
- Prioritized roadmap with estimated costs
Every engagement ends with something you can run without us
Credentials and configurations stay in accounts your firm owns. Before we step back, you get:
Inventory & instructions
Every system, account owner, integration and setting we touched — with plain operating instructions for the people who use them.
Recovery drill & exit path
A tested backup and restore, an update procedure, and an export/exit procedure, so no tool — or consultant — becomes a trap.
Care, if you want it
An optional support agreement with written scope and response targets — tweaks, new automations, refreshers, and dated notes when a vendor change affects a workflow you use.
Specialized add-on services
Data Migration
Moving from PCLaw, Time Matters, Amicus, ProLaw, or spreadsheets? We migrate matters, contacts, documents, calendars, and trust ledgers with verified integrity.
Document Automation
Done-for-you template libraries in Clio Draft: engagement letters, pleadings, discovery, and estate documents that draft themselves from matter data.
Intake & CRM Optimization
Lead-to-client pipelines in Clio Grow: online scheduling, intake forms, e-signatures, and automated follow-up that stops leads from going cold.
Cloud Migration
Retire the office server. Email, documents, and applications moved to secure cloud platforms with security hardening and compliance validation.
Cybersecurity & Compliance
Security assessments, MFA rollout, phishing training, incident response planning, and written policies mapped to ABA cybersecurity guidance.
Telecom & VoIP
Modern phone systems with call routing, texting, and practice-management integration — plus the bandwidth to run it all reliably.
Need marketing or firm operations? We'll point you to family.
We stay in our lane — technology. When your firm needs marketing or management support, we refer you to the two companies we trust completely, because we work alongside them every day.
Need marketing? Lawthentics Limited.
Our parent company. Compliance-first legal marketing for California law firms — social media, websites, SEO, and local listings, with posts and pages built around California attorney-advertising rules (including SB 37).
Visit lawthentics.com
Need operations? NCBA Limited.
Law firm management and litigation support for California and Nevada firms — leasing, staffing, administration, financial management, and litigation support, delivered under the direct supervision of counsel.
Visit ncbalimited.com
Not sure where to start? Start with the assessment.
One fixed fee. About two weeks. A clear roadmap of what to fix, in what order, and what it will cost — credited toward implementation if you move forward.