For Law Firms
Technology for law firms — run calmly.
A practical guide to the technology decisions that shape a modern firm — case management, intake, documents, identity, and AI — written from the field, not from a vendor deck.
Most law-firm technology work fails in familiar ways: a case-management change that stalls at 60% adoption; an AI pilot with no policy behind it; a security posture that reads well in a proposal but folds under a partner-account phishing attempt. This page collects, in one place, how we approach the five areas that determine whether a firm runs calmly or chaotically.
Each section links to the specific service, the case work behind it, and the field notes on our blog. Nothing here is theoretical — it's the shape of the last several years of engagements with plaintiff firms, defense practices, and general-counsel-led legal teams. [REVIEW]
Systems Architecture & Configuration
Case management platforms — Filevine, CASEpeer, and the migration in between
Case management is the operating system of a modern law firm, and switching or standing one up is the highest-stakes technology decision most firms make. We plan and run migrations onto Filevine and CASEpeer — mapping matter types, custom fields, phases, and document folders from the old system; freezing active matters late; and rehearsing the cutover so the firm keeps billing on Monday morning. Where a firm is staying on its current platform, we tune it: reworking intake forms, phases, task templates, and reports so partners get the visibility they've been asking for without another year of consulting. [REVIEW]
Automation & Integration
Intake and phone — Aircall, unified numbers, and the end of missed leads
For a plaintiff or intake-driven firm, the phone is the top of the funnel. We consolidate telephony onto Aircall or a modern equivalent, route intake calls to the right team on the first ring, and wire calls into the case management platform so a new lead becomes an intake record without anyone re-typing a name. Missed calls trigger a same-day follow-up in the system of record, not a sticky note. We also automate the paperwork that used to slow down conversion — signed retainers, initial questionnaires, and welcome sequences — so the firm answers faster and drops fewer.
Automation & Integration
Document automation at scale — pleadings, demand letters, and evergreen packets
Every firm has a stack of documents assembled from the same fifty variables. We build document automation that generates them from case-management data — pleadings, demand letters, retainers, discovery templates, closing packets — using the platform's native tooling where possible and a dedicated engine where the volume justifies it. The outcome is a paralegal producing a first draft in two clicks instead of forty minutes, and every document reflecting the firm's current template — not a version someone saved to their desktop in 2019.
Cybersecurity & Risk
Identity and security for law firms — MFA that partners will actually use
The firm's biggest single risk is an account takeover of a partner or intake specialist. We stand up a single identity provider (Entra ID or Okta), enforce phishing-resistant MFA in a sequence that avoids the classic mid-rollout self-lockout, and connect every platform we can via SSO so offboarding a departing associate takes minutes instead of a checklist. Endpoint management (Intune or Jamf), a verified backup, and a two-page incident response plan complete the baseline that clients, insurers, and courts are increasingly starting to ask for.
AI Solutions
AI in legal practice — build vs. buy, governance, and honest pilots
AI is genuinely changing drafting, discovery review, intake triage, and internal search. It is also generating a lot of noise. We help firms decide what to build (rare), what to buy (usually), and what to leave alone — starting from a written policy that says what may enter which model, under which contract, with which retention. Pilots are narrow, measured against a baseline, and stopped when the numbers don't hold up. Partners, associates, and clients all know what the firm is doing with AI, because it is written down.
Also served
Industries beyond law
Law firms are our largest practice, but the same executive technology work applies to growing businesses in retail, food & beverage, and marketing services. If you're outside legal, start with the services hub — the practices are the same, only the platforms shift.
FAQ
Common questions from law-firm leadership
Do you only work with law firms?
No — but they are our largest practice and where our named systems (Filevine, CASEpeer, Aircall, Intune) show up most often. Growing businesses in retail, food & beverage, and professional services engage us for the same executive technology work.
Can you help a firm evaluate a case management change before we commit?
Yes. Our Audit & Roadmap engagement is often the first step — a written read on your current platform, the honest cost and benefit of switching, and the sequence to do it without stalling the firm. [REVIEW]
How do you handle privileged or matter-confidential data?
Every engagement begins with a written data-handling boundary — which platforms and models may see which data, under which contract. Privileged data typically goes only to zero-retention endpoints under a signed DPA, and disclosure to clients is handled explicitly.
Are you affiliated with Filevine, CASEpeer, Aircall, or any legal-tech vendor?
No. We take no referral fees, kickbacks, or partner commissions. Every recommendation is on the record and defensible to the partnership.
Ready for a calmer conversation about technology?
A real reply from Drew within three business days — no drip sequence, no handoff.