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Law firms have three IT requirements every vendor underestimates: trust accounting that can't ever lose a transaction, conflict checks that have to be auditable, and client confidentiality that survives a forensic review. We've worked with plaintiff firms, corporate boutiques, criminal defence, and family practices across BC. The common thread: when something breaks, the wrong kind of error is career-ending. So we don't move fast and break things here. We move carefully and document everything.
What we hear most often
Owner says
“Trust account reconciliation takes my bookkeeper three days every month.”
What it usually means
Manual matching against bank statements. AI-assisted matching cuts that to 4-6 hours and improves audit confidence.
Owner says
“Our conflict checks are still done by emailing the partners group.”
What it usually means
Conflict-check workflow can be automated in your existing PMS — Clio, PracticePanther, NetDocuments, etc. — without changing the human approval step.
Owner says
“Document versions get out of hand the moment two associates touch a file.”
What it usually means
Real DMS with check-in/check-out + version history. NetDocuments, iManage, or even a tuned SharePoint setup if you're cost-sensitive.
Owner says
“After-hours intake calls go to voicemail and we lose the case.”
What it usually means
AI voice agent that books consultations 24/7. Clients have seen 30-40% lift in qualified consultations from this alone.
Owner says
“I never know what's actually billable vs admin until it's too late.”
What it usually means
Time-tracking integration + a partner dashboard pulled weekly. Most firms have 8-15% billable leakage that becomes visible the moment it's measured.
How we help / 5 workstreams
Reconciliation tooling that matches against your bank feed and flags discrepancies the same day. Documented audit trail for every transaction. Compliant with Law Society of BC trust accounting rules — we can walk a trust examiner through the controls.
We work alongside Clio, PracticePanther, MyCase, CosmoLex, ProLaw, NetDocuments, iManage, and Lex Workplace. Migrations, integrations, custom reporting, and the boring tuning that makes the system actually fast.
Voice agents that handle after-hours intake and book consultations. RAG systems that search across your matter files with citations. Document review pipelines that summarize discovery production. Never replacing lawyer judgment — replacing the time-on-task that drowns associates.
Endpoint encryption, conditional access by jurisdiction, M365 with information barriers, DMARC enforcement so attackers can't impersonate your domain. Documented controls keyed to client-data protection requirements.
Tools we work alongside
We’ve been deep in 18 of the tools your legalcolleagues already use. We don’t make you switch unless your current stack genuinely can’t do what you need. Usually it can — it just isn’t configured to.
Managed IT for a 5-15 lawyer firm typically runs \$1,800–\$5,500/month, scaling with seat count and document volume. AI intake assistant builds: \$8,000–\$22,000 one-time + a monthly hosting envelope. DMS migrations vary wildly with data volume — \$15,000 is a typical floor. Branding + website rebuilds for a 10-lawyer firm: \$25,000–\$60,000.
Honesty section
If any of those describe you, tell us before booking and we’ll either recommend someone better suited, or scope a smaller engagement that makes sense.
Related work
Regulators in play
FAQ / What people ask first
Yes. We've architected accounting workflows specifically against Rule 3-65 onwards — three-way reconciliation, monthly cycle, no commingling. If your trust account is currently messy, the first thing we'll do is tell you so, then fix it.
Not if it's built carefully. The agents we deploy are scoped narrowly — book consults, capture conflict-check inputs, route urgency. They never give legal advice and they always escalate. Done well, intake quality goes up because the lawyer's first call is better-prepared.
Usually yes, but it depends on the source. iManage, NetDocuments, ProLaw, Worldox all have export APIs we've used. Older custom DMS systems we evaluate on a case-by-case basis — sometimes migration is right, sometimes a forward-only cutover is better.
Documents and client data stay in Canadian data centres (Microsoft Canada Central, AWS Canada Central). We don't push law-firm data through US-only services without explicit consent from your managing partner.
Always, before any discovery work begins.
Other industries we work in
20 minutes is enough to know whether we’re a fit. We won’t pitch — we’ll ask better questions than the last vendor you spoke to.