Strategy, technology,
and the work in between.

Build an operating model that supports the way your legal team and business actually work. Start with the current state, identify what matters most, and translate priorities into practical change.

• Legal operations assessments and improvement roadmaps
• Intake, triage, and workflow design
• SOPs and operating standards
• Reporting needs and performance measures
• Process-related advisory and change support
• Roles, ownership, and cross-functional coordination

Engage for a focused assessment or ongoing advisory support.

Align technology decisions with requirements, people, and processes. Support spans vendor evaluation through configuration, data migration, testing, training, and adoption.

• Technology assessments and requirements gathering
• RFP development and vendor evaluation
• Platform configuration and implementation
• Data validation, mapping, and migration preparation
• Testing, go-live, and post-launch support
• Training, naming conventions, and documentation

Work across the legal and business systems your organization relies on, with an approach shaped by your requirements and the capabilities of your technology stack.

Build reliable connections between platforms and create applications where existing tools leave gaps. Work within your technology stack using integration platforms or custom development.

• Workato and Microsoft Power Automate
• Other integration platforms (iPaaS)
• Custom API integrations and bidirectional sync
• Business-facing intake and workflow automation
• Custom applications and operational tools
• Field mapping, testing, and handover documentation

Selected delivery: a live Workato integration connecting Salesforce contract requests with LawVu, including status and revised agreements flowing back to Salesforce.

Find the opportunities that fit your team, data, and working practices. Pair a clear plan with practical workflows and training so the team can use AI with greater confidence.

• AI readiness and use-case assessment
• AI adoption plans and prioritized roadmaps
• AI policy and governance review with your team
• Role-specific training and enablement
• Custom AI applications and workflows
• Human review and data validation processes

Start with a practical assessment of what will help your team, then define the controls, ownership, and delivery approach.