INDUSTRIES / PROFESSIONAL SERVICES
Legal Services playbook.
Law firms, paralegals, and mediators need matter management, document control, and conflict checking that hold up to audit.
AT A GLANCE
- 4 core services
- 7 supported platforms
- One operating model, tuned per shop
01 / 02
Common services we offer
The work that typically lands in scope when we start with a legal services business.
- 01
Matter & document management
Centralized matters, version control, and ethical walls.
- 02
E-signature & intake
Client intake forms, conflict checks, and signed engagements in one flow.
- 03
Time, billing & trust accounting
LEDES-ready billing and IOLTA-aware workflows.
- 04
Hardened endpoints & MFA
Encrypted devices, secure remote access, and privileged data controls.
02 / 02
Popular platforms we support
We work with the tools your team already runs — and we're vendor-honest about what fits.
- Clio
- MyCase
- PracticePanther
- NetDocuments
- iManage
- Smokeball
- Litify
ALSO IN PROFESSIONAL SERVICES
Financial Services
Hardened endpoints, MFA, and audit trails for banking back-office, accounting, tax prep, and advisory firms.
Insurance
Quote-to-bind automations and document intake for health, auto, home, life, and commercial agencies.
Consulting
Lightweight ops stacks, client portals, and knowledge bases for management, strategy, HR, and ops consultancies.
Real Estate
Agent on/offboarding, MLS plumbing, and CRM glue for brokerages, property management, and appraisal firms.