What it actually takes to ship a production AI agent in 2026
Beyond the demo. The five engineering disciplines that separate AI agents you put in front of customers from the ones that stay in dev forever.
Read the full post → Common Challenges
What we see in legal.
The technology and process challenges that come up in nearly every engagement we run in this industry.
01
Matter management built for 2010
Most matter management is structurally unchanged from 15 years ago. Modern firms are moving to platforms that support the way attorneys actually work today.
02
Realization rate and write-off invisibility
Knowing actual matter, partner, and practice profitability is hard. Without it, optimization is impossible.
03
Document and knowledge sprawl
iManage, NetDocuments, SharePoint, individual drives — knowledge gets created and lost on a daily basis without intentional infrastructure.
04
AI for legal work — but done responsibly
Generic AI tools are not enough. Production legal AI requires custom workflows, proper handling of privilege, and integration with firm-specific knowledge.
05
Trust accounting and IOLTA compliance
Trust accounting rules are unforgiving. The systems supporting them often are not.
06
Client and matter intake bottleneck
Slow intake costs the firm new matters. Better workflow, conflict checking, and automation transform the experience.
How We Help
What we deliver for legal firms.
Modern matter management on Salesforce
Salesforce-based matter lifecycle including intake, conflict checking, deadline tracking, and attorney assignment — integrated with Aderant, Elite, iManage.
Practice profitability analytics
Integrated reporting across time, billing, payments, and matter cost — refreshed daily, not at month-end.
AI contract review and intake
Custom AI workflows for contract review, NDA processing, and matter intake screening — built on Anthropic Claude with proper attorney oversight.
Knowledge management modernization
DMS integration with CRM, AI-powered knowledge retrieval, and structured knowledge capture from every matter.
Trust accounting and IOLTA integration
Salesforce integration with trust accounting platforms, three-way reconciliation workflows, and audit-ready compliance reporting.
AI-augmented matter intake
Claude-powered intake screening, automated conflict checking, and intelligent matter classification.
Regulatory & Compliance Matters
What we navigate in legal.
Compliance is not a separate workstream — it is embedded in every workflow we deliver. The major frameworks we work within:
Model Rules of Professional Conduct
Conflict checking, client confidentiality, trust accounting (IOLTA), and supervisory responsibility workflows.
State Bar Trust Accounting (IOLTA)
IOLTA accounting separation, three-way reconciliation, and audit-ready trust ledger workflows.
Attorney-Client Privilege Protection
Access controls, ethical-wall enforcement, and privileged communication handling within the platform.
GDPR / CCPA for Client Data
Data subject request workflows, retention policy enforcement, and privacy notice management for global firms.
eDiscovery & Litigation Holds
Hold notice workflows, custodian tracking, and preservation evidence that holds up in court.
AML / KYC for Law Firms
Beneficial ownership verification, sanctions screening, and source-of-funds documentation where required.
Signature Service Categories
The major legal practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
01
Matter Management & Intake
Matter lifecycle systems, conflict checking automation, intake workflows.
02
Financial & Realization Analytics
Profitability dashboards by matter, attorney, practice area; realization tracking.
03
DMS & Knowledge Integration
iManage, NetDocuments, SharePoint integrated as first-class CRM citizens.
04
AI for Legal Work
AI-augmented intake, contract review, document analysis, and legal research support.
05
Client Development & Marketing
Marketing automation tuned for legal — thought leadership, events, and client communication.
Platforms & Tools
The technology stack we typically deploy here.
Salesforce + Aderant 3E / Elite
iManage / NetDocuments / SharePoint
Anthropic Claude for legal AI
Salesforce Agentforce
Tableau for practice analytics
DocuSign for legal workflows
Relativity eDiscovery integration
Trust accounting platforms
Conflict checking systems
Marketing platforms (HubSpot for law firms)
Integration Ecosystem
The platforms we connect to in legal.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Salesforce
NetDocuments
iManage
Litera
Clio Manage / Grow
Aderant
Elite 3E / ProLaw
CosmoLex
PracticePanther
MyCase
Filevine
CASEpeer
Centerbase
Smokeball
DocuSign
Microsoft 365
Zola Suite
Tabs3
Recent Engagements
Real work for legal clients.
A few examples of how these capabilities show up in practice — drawn from recent and active engagements (client names anonymized where appropriate).
01
Matter management redesign for a 240-attorney AmLaw 200 firm
Replaced an aging matter system with a Salesforce-based platform — intake, conflict checking, matter lifecycle, deadline tracking, attorney assignment — fully integrated with Aderant and iManage. Intake-to-engagement time down 50%.
02
AI-augmented client intake and conflict checking
Built an automated intake workflow with AI-powered initial conflict screening against the firm entity database. Reduced intake reviewer time by 70% while improving conflict catch rate.
03
Realization and profitability analytics for managing partners
Integrated Elite 3E and Salesforce with Tableau dashboards showing matter, partner, practice-area, and client profitability — refreshed daily, not at month-end close. Identified 11% of matter portfolio that was structurally unprofitable.
04
eDiscovery workflow integration for a litigation practice
Connected Relativity to Salesforce for unified case-to-discovery workflows. Document review staffing forecasts and budget tracking dramatically improved.
05
Marketing automation for a 110-attorney firm
Deployed HubSpot integrated with Salesforce for attorney-driven marketing — thought leadership distribution, event management, and client communication tracking.
How Clients Engage Us
Four ways to work with us on legal initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Model 01
Discovery & Strategy
Law firm diagnostic engagements covering matter management, financial analytics, and client development.
Model 02
Fixed-Scope Implementation
Defined projects for matter systems, profitability dashboards, or AI workflows.
Model 03
Managed Services
Ongoing platform administration for firms running mission-critical legal systems.
Model 04
Fractional Legal Technology Leadership
Senior law-firm technology leadership for firms without a full-time CIO.
Outcomes We Deliver
The metrics we actually move for legal clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
01
Intake-to-engagement time
Reduce 50-75%
02
Attorney non-billable admin time
Reduce 5-10 hours/week
03
Realization rate
Increase 3-7 points
04
Conflict check turnaround
Reduce 80%+
05
New matter setup time
Reduce 60-75%
06
Trust accounting exceptions
Reduce to zero
Signature Frameworks
Proprietary methodologies for legal work.
Every engagement leverages reusable assets — frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Framework 01
Intake Operating System for Law Firms
A reference architecture for intake, conflicts, engagement letters, and matter setup that compresses cycle time without sacrificing risk management.
Framework 02
Matter Lifecycle Blueprint
Our framework for tracking matter health, profitability, deadlines, and capacity across practice groups.
Framework 03
Client Portal Reference Design
A modern, secure client portal architecture for document sharing, billing visibility, and matter status that meets professional responsibility requirements.
Framework 04
Practice Management Diagnostic
A targeted assessment of how your DMS, billing system, CRM, and matter management connect — and where partners and associates lose time.
Available Soon · 24 pages · 20 min read
AI Automation in Legal
How law firms are deploying AI across intake, conflicts, matter management, document automation, and billing to lift realization and recover attorney hours.
A deep look at AI in the modern law firm — intake intelligence, conflicts automation, document drafting, e-discovery, and billing efficiency — with governance frameworks aligned to Model Rules of Professional Conduct.
Inside the report:
- ✓Intake-to-engagement automation and conflicts workflow
- ✓AI-assisted document drafting and review patterns
- ✓Time entry assistance and realization improvement
- ✓Professional responsibility considerations and supervisory frameworks
Featured Insight
Insight & analysis from our legal team.
Practitioner-level analysis from the consultants delivering the work.
AI Implementation
What it actually takes to ship a production AI agent in 2026
AI Implementation
Our Capabilities
How we help legal clients.
Systems Integration
Connect the systems that run your business — CRM, ERP, billing, data, AI, analytics — into one cohesive architecture.
Learn more →Custom Development
Custom applications, platform extensions, integrations, and engineered solutions built when off-the-shelf software won't fit.
Learn more →AI & Technology Consulting
Strategic guidance from certified architects plus production AI deployments. System selection, roadmaps, audits, Agentforce, custom agents, and AI strategy — all under one practice.
Learn more →Revenue Operations
Align marketing, sales, and customer success into one revenue engine. Process, forecasting, attribution, and tech-stack optimization.
Learn more → More Industries
Sectors we also serve.
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