Clear scope. Named deliverables. No surprises.
Law firms are moving to flat fees because clients demand predictability. We think consultants should be held to the same standard — and should leave you with something you can run yourselves.
Assess → Select → Implement → Train → Hand over
Every engagement follows the same honest arc. You can stop after any stage — each one delivers something you keep.
Assess
A map of current systems and data, the pain points people actually feel, the workflows they actually run, and a prioritized roadmap with estimated costs.
Select
A reasoned choice among what you already pay for, specialist legal products, and cloud, local or hybrid deployment.
Implement
Configured accounts and permissions, integrations, a migration plan, a rollback plan, and acceptance evidence.
Train
Role-specific exercises, approved procedures, onboarding material, and a short skills check.
Hand over & care
An inventory, operating instructions, support scope, an update process, a backup and recovery drill, and an export/exit procedure.
Each stage, its deliverables, and how it's set up
| Stage | What your firm receives | How it's scoped |
|---|---|---|
| Assess | A map of current systems and data, the pain points people actually feel, the workflows they actually run, and a prioritized roadmap with estimated costs. | Fixed fee. We ask about systems, roles, workflow volume, remote work and goals — never client matter details through the website. |
| Select | A reasoned choice among what you already pay for, specialist legal products, and cloud, local or hybrid deployment. | Decided on workload fit, the exact terms and feature controls, a measured pilot, and who will own each account — not on a vendor ranking or a firm-size rule. |
| Implement | Configured accounts and permissions, integrations, a migration plan, a rollback plan, and acceptance evidence. | Scoped up front: what is included, the dependencies, who owns each account, and which system holds each authoritative record. |
| Train | Role-specific exercises, approved procedures, onboarding material, and a short skills check. | Tracks for firm leaders and attorneys, staff, administrators, and automation builders — synthetic examples first. |
| Hand over & care | An inventory, operating instructions, support scope, an update process, a backup and recovery drill, and an export/exit procedure. | Optional support with written scope and response targets. Credentials and configurations stay in accounts your firm owns. |
What it's like to work with us
- Plain language, always. If a recommendation can't survive being explained simply, it isn't a good recommendation.
- Your practice keeps running. Rollouts are phased around deadlines, trials, and closings. We work around your calendar, not the other way round.
- Verified before live. Migrations run against copies first; trust ledgers reconcile before cutover; every change has a rollback plan.
- Pilot before you commit. A new product gets a comparison, a bounded pilot with a written success test, and a clear decision — adopt, adjust, or drop.
- Neutral advice. Our current offering doesn't include reselling software, and any vendor program status or referral credit is disclosed in writing.
- Yours to keep. Accounts, credentials, configurations and documentation stay with your firm and can be exported. Independence is the goal.
What the work looks like on the ground
Fictional examples to show the shape of typical setups. Your systems, rules and timelines will differ, and any timeline here is an estimate.
Matter intake
A web or phone inquiry creates one intake record with a reference, runs a conflict check in the practice-management system, and routes to the right person — with a visible status when any step fails, instead of a silent gap.
Document retrieval with access controls
Firm-wide search that only returns documents from matters the person is allowed to see, enforced at retrieval time, with the source page attached to every answer.
Staff onboarding
A new hire gets accounts with the right permissions on day one, a short recorded track for their role, and a skills check — and offboarding reverses every step.
Approved AI drafting
A first draft in an approved tool, with input rules, an attorney review step, a citation list for personal verification, and a disclosure step where a filing requires one.
Recovery after an interrupted job
A migration or automation that stops halfway resumes from its last confirmed step without duplicating records — and reports exactly what did and didn't finish.
Typical timelines
Practice-management setup with migration: often 6–10 weeks. A business AI workspace with policy and training: often 3–5 weeks. Office network refresh: often 4–8 weeks, mostly waiting on carriers. Your proposal gives a specific estimate.
Support that's written down
After handover, an optional support agreement covers tweaks, new automations, refresher training, and dated notes when a vendor change affects a workflow you use. Its scope, hours and response targets are written into the agreement based on the coverage we can actually provide — we don't advertise round-the-clock monitoring we don't run.
If you'd rather take it in-house, the handover pack is designed for exactly that.
The handover pack
- Inventory of systems, owners, integrations and settings — with the date each was checked
- Operating instructions for each role
- Update procedure and a tested backup-and-restore drill
- Export and exit procedure for every tool we set up
- Support scope, if you choose ongoing care
Ready to upgrade your firm?
Start with a fixed-fee technology assessment. In about two weeks you'll have a clear, prioritized roadmap — no obligation, no jargon.