Industry

Legal & Professional Services

In legal and professional services, the software question is really a trust question. Client documents, privileged communications, and matter files can't live in generic tools that were never built for confidentiality, and the workflows around them, intake, matters, billing, shouldn't require retyping the same information four times. We build secure document systems and client portals with role-based access that maps to how firms actually work, and we integrate with the practice management and billing tools you already run. We built DocLocker, a secure document platform, so the security review your IT counsel will run covers ground we've already been over. If your firm's systems grew up ad hoc, a Discovery maps the workflows and the risks, and prices a system your clients can trust, before you commit to building it.

Solutions

How we improve your project

Contract Lifecycle Tools

Drafting, approval routing, signature, and obligation tracking for teams that manage hundreds of contracts and can't find any of them.

Intake, Matter & Billing Workflows

From first contact to final invoice without retyping the same facts four times. Conflicts, engagement, time, and billing in one flow.

Client Portal Development for Firms

Matter status, documents, invoices, and secure messaging in a portal that makes clients feel informed and your team feel less interrupted.

Secure Document Management Systems

Privileged documents stored, versioned, shared, and audited with access mapped to how firms actually work.

Industry Segments

We build dozens of projects each year. Here are a few of our latest and favorites!

In-House Legal & Contract Ops

In-house teams run the company's risk through inboxes and shared drives: contracts awaiting signature, approvals nobody can find, obligations nobody tracks. We build contract lifecycle workflows, approval routing, obligation tracking, and secure repositories with the security posture we built into DocLocker.

Compliance Teams

Compliance lives in documents until someone builds it into workflow. We build internal compliance tools: attestations, reviews, audit trails, and reporting that make the program operational, visible, and provable when the examiner asks.

Accounting & Consulting Firms

Professional services firms move sensitive client work through email because nothing better fit. We build client portals, engagement workflows, and document exchange that feel effortless to clients and defensible to your risk committee.

Legal Tech Startups

Legal tech sells to buyers whose first question is security. We build legal products with the posture that shortens that conversation: encryption, access controls, and audit trails as architecture. We built DocLocker, so the review your buyer's IT counsel runs covers ground we've been over.

Law Firms

Firms run on confidentiality and billable time, and generic tools respect neither. We build secure document systems, matter workflows, and client portals with role-based access that maps to privilege, integrated with the practice management and billing systems already in place.

Related work

We build dozens of projects each year. Here are a few realted projects!

things you might want to ask

Frequently asked questions

Can you build a client portal for our firm?

Yes. A portal gives clients matter status, secure document exchange, invoices with online payment, and messaging that stays inside the system, all connected to your practice management and billing so nothing is entered twice. Firms usually see it in fewer status calls and faster payments. The hard part is making it simple enough that clients use it, because a portal they ignore just moves the status calls to a new channel.

Will you sign an NDA and confidentiality terms before we discuss our systems?

Yes, before the first substantive conversation. We have a mutual NDA we've used with many clients, and we'll review yours instead if the firm prefers its own paper. The agreement is the floor. In practice we access only the systems the engagement requires, work with redacted or synthetic data wherever possible, and keep a record of who touched what. How a vendor handles this question tells you a lot about how they'll handle your clients' files.

Can you integrate with our practice management and billing systems?

Yes. Firms already run on practice management, document management, and billing platforms, and new software should connect to them through their APIs so nobody retypes the same client, matter, or time entry. We settle the integration questions during Discovery: which system is the source of truth for what, and what flows where. That reality shapes the timeline more than the feature list does, which is why a quote written without asking about your stack tends to grow.

How do you keep privileged and confidential documents secure?

Documents are encrypted at rest and in transit, access is tied to matters and roles so privilege boundaries are enforced by the system rather than by habit, and every view, download, and share is logged. Sharing runs through controlled links instead of email attachments. We built DocLocker on these principles, so the security reviews your clients run cover ground we've already been over. When you evaluate any vendor, ask to see the audit trail itself, not a slide about it.

Can you integrate with our existing systems?

Yes — we routinely integrate with platforms like SAP, Shopify, WooCommerce, Oracle NetSuite, QuickBooks, and DocuSign, as well as custom and third-party APIs. Integrations are scoped during planning so there are no surprises mid-build.

How we approach things

Simple process

Start with discovery

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