Process Docs Efficiently. Focus on What's Salient.

A focused matter management first release covering intake workflows, matter records, document storage, task management and basic time tracking is a Production Application engagement: $60K to $200K over 3 to 5 months with a team of 3 to 4 engineers, depending on the number of practice areas and integration requirements. Adding a full billing engine, with LEDES invoice export, write-off workflows and retainer reconciliation, extends scope beyond that range, so we plan it as a second phase. These estimates assume requirements are defined; discovery and architecture add 4–6 weeks for complex platforms.

Yes. We integrate with Clio via its REST API for matter, contact, and time-entry sync. For document management, we work with NetDocuments, iManage, and SharePoint APIs to build bidirectional document workflows, filing documents from your custom platform into the DMS with correct metadata and pulling them back for display. We also integrate with DocuSign and Adobe Sign for e-signature workflows, and with court e-filing services including Tyler Technologies File & Serve and state-specific e-filing portals where APIs are available.

Ethical walls, also called screens or Chinese walls, require enforced data-access boundaries between matters where a conflict of interest exists. We implement this at the data layer, not just the UI layer: queries are filtered by the requesting user's conflict clearance before data is returned, so bypassing the UI does not bypass the wall. We build a conflict-check workflow that runs at intake, a screen management interface for conflicts counsel, and audit logging that records every access attempt, including blocked attempts, for bar compliance documentation. Role hierarchies are modeled to match your firm structure: timekeeper, supervising attorney, billing partner, conflicts counsel, and administrator each see different data.

Yes. Client portals are a high-value legal tech capability. They reduce status-update calls, accelerate document collection, and improve client satisfaction scores. Typical features include matter status views, document upload and download with e-signature integration, invoice access and online payment via Stripe or LawPay, secure messaging threads, and intake questionnaires. We build portals that authenticate clients via magic links or SSO and enforce strict isolation, clients can see only their matters, never another client's data. Portal builds typically add 6–10 weeks to a matter management project.

Legal software must satisfy several overlapping requirements: bar association data-security ethics opinions (most now reference the ABA Model Rules), state-specific data breach notification laws, and, for platforms handling health-related matters, HIPAA. We meet these through encryption at rest (AES-256) and in transit (TLS 1.3), field-level encryption for personally identifiable information, immutable audit logs stored separately from application data, and documented data retention and deletion procedures. For platforms seeking SOC 2 Type II attestation, increasingly required by enterprise law firm clients, we architect with those controls from day one rather than retrofitting. We can also assist with vendor security questionnaire responses during your client procurement process.