Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → 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.
Common Challenges
What we see in legal.
The technology and process challenges that come up in nearly every engagement we run in this industry.
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.
Realization rate and write-off invisibility
Knowing actual matter, partner, and practice profitability is hard. Without it, optimization is impossible.
Document and knowledge sprawl
iManage, NetDocuments, SharePoint, individual drives, knowledge gets created and lost on a daily basis without intentional infrastructure.
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.
Trust accounting and IOLTA compliance
Trust accounting rules are unforgiving. The systems supporting them often are not.
Client and matter intake bottleneck
Slow intake costs the firm new matters. Better workflow, conflict checking, and automation transform the experience.
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.
Matter Management & Intake
Matter lifecycle systems, conflict checking automation, intake workflows.
Financial & Realization Analytics
Profitability dashboards by matter, attorney, practice area; realization tracking.
DMS & Knowledge Integration
iManage, NetDocuments, SharePoint integrated as first-class CRM citizens.
AI for Legal Work
AI-augmented intake, contract review, document analysis, and legal research support.
Client Development & Marketing
Marketing automation tuned for legal, thought leadership, events, and client communication.
Other Platforms
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
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.
Discovery & Strategy
Law firm diagnostic engagements covering matter management, financial analytics, and client development.
Fixed-Scope Implementation
Defined projects for matter systems, profitability dashboards, or AI workflows.
Managed Services
Ongoing platform administration for firms running mission-critical legal systems.
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.
Intake-to-engagement time
Reduced
Attorney non-billable admin time
Reduced
Realization rate
Increased
Conflict check turnaround
Reduced
New matter setup time
Reduced
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.
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.
Matter Lifecycle Blueprint
Our framework for tracking matter health, profitability, deadlines, and capacity across practice groups.
Client Portal Reference Design
A modern, secure client portal architecture for document sharing, billing visibility, and matter status that meets professional responsibility requirements.
Practice Management Diagnostic
A targeted assessment of how your DMS, billing system, CRM, and matter management connect, and where partners and associates lose time.
Featured Insight
Insight & analysis from our legal team.
Practitioner-level analysis from the consultants delivering the work.
Revenue Operations
Our Capabilities
How we help legal clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move legal forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
Book a Consultation →