Legal modernization touches everything at once: the case-management platform, Microsoft 365, email, phones, day-to-day support and documentation — and increasingly, how the firm governs AI.
What the engagement covered
- Filevine and legal-technology program support alongside Microsoft 365, email and phones.
- Process design and a human-reviewed conflict-check architecture integrating the case-management platform, Outlook and public information.
- An AI-governance framework that preserves attorney review and confidentiality boundaries.
Why it worked
The same team ran the traditional IT operations and the practice-specific technology, so nothing fell between providers — and nothing was automated that should have stayed under professional judgment.
Client stories are anonymized and describe representative work. Details are shared with permission and do not include client security information.