Year
2024-2025
Services
UX Design, Custom Web Development
Industry
Automation
Helping EntityKeeper modernize its Ruby platform and deliver value to professionals.
Overview
Entity Keeper is a cloud-based platform that streamlines the management of legal entities for law firms, real estate investors, and business operators. With powerful features like organizational chart visualization, compliance tracking, and centralized records, EntityKeeper empowers users to govern dozens—or even hundreds—of entities with clarity and confidence.By 2014, the platform’s original Ruby codebase had gone years without updates. To meet the growing demands of the legal tech market and ensure long-term scalability, EntityKeeper partnered with Dualboot to modernize the platform, accelerate development, and drive product innovation.
The opportunity
EntityKeeper faced a critical challenge: their legacy platform, built in Ruby, needed significant updates to remain competitive. With increasing demand in the legal tech space and a customer base managing complex entity structures, they risked falling behind newer, well-funded competitors.Revitalizing the platform required more than technical updates—it called for a strategic partner who could:
- Stabilize and refactor the existing codebase.
- Modernize the architecture and user experience.
- Deliver new features aligned with client needs.
- Scale the engineering team flexibly over time.
- Preserve institutional knowledge during transitions.
- Collaborate on long-term planning and innovation.
The solution
Codieshub began with a comprehensive audit and stabilization of the Ruby codebase, resolving core bugs, updating outdated libraries, and reestablishing a production-ready development environment. This foundational work paved the way for modern, continuous development.Codieshub then transitioned into a full product development partner, collaborating with EntityKeeper’s leadership team for multiple years and across various phases of the roadmap. Our team collaborated closely with the COO and product stakeholders, providing expertise in development, DevOps, and product strategy.Key milestones included:
- Refactoring and updating the core architecture to improve reliability and scalability
- Redesigning core modules, including:
- Organization chart visualization for complex ownership mapping
- Compliance tracking with automated deadline reminders
- Entity profile management with centralized records for personnel, jurisdictions, and properties
- Role-based access controls for enterprise-grade permissions
- Implementing Agile best practices, including sprint planning, milestone tracking, and improved DevOps workflows
- Team scaling between two and six contributors as needed and managing team leadership transitions without losing velocity.
- Maintaining strong communication through weekly meetings and Slack collaboration.
- Customizable business settings and real-time data flows.
- Advanced reporting and admin tools for operational visibility.
- Stable DevOps environments and UAT cycles to ensure every feature was launch-ready.
The impact
Over the course of a six-year partnership, Dualboot helped EntityKeeper transform its platform into a modern, competitive SaaS product equipped to meet the evolving needs of legal and real estate professionals.
- Reduced the legacy bug backlog by 90% in the first 6 months, laying the foundation for a stable release cycle.
- Launched 25+ new features and enhancements, driving tangible product evolution.
- Doubled the release frequency, thanks to improved planning, DevOps, and delivery processes.
- Built a long-term strategic partnership—not just a vendor relationship—rooted in trust, adaptability, and shared product ownership.
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