Standing up the system, building on it, and bringing your data along.
New orgs and moves onto Salesforce, set up around how your team works.
14 or more implementations. 175 staff trained in the last four.
Objects, screens, automation and integrations on any Salesforce org.
Settlement and trust tools that replaced a finance team's spreadsheets.
If it exports, it can come into Salesforce. Files into NetDocuments, iManage, SharePoint, Box and more.
852,057 emails archived and matched to notes before deletion.
Getting other systems to agree with Salesforce.
A custom integration on CallRail's API. Every tracked call on the right record, with its source and campaign.
100% of calls matched or created in testing. See the integration
Documents, membership platforms and identity that agree with Salesforce.
A membership and fees sync repaired for a State Bar.
Settlements, trust, expenses and fees next to the matter, set up by someone who knows the books.
A handful of accounting implementations, including a seven-phase move from Accounting Seed to LawAccounting, and ongoing accounting for several clients.
Keeping it working, and getting more out of it.
Licenses, security, backups, upgrades and help for your staff.
A monthly retainer with the firm where I started.
Agents that take work off staff, and Claude connected to your Salesforce data.
25 minutes of vendor invoice entry per run, now review and approve.
Dashboards leadership trusts, standard reporting, and old data cleared out safely.
ABA standard reporting and advanced dashboards for a State Bar.
Send a message with what's going on and we'll tell you where it fits.